See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FROST BANK6 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $48,167 |
PEGGY S. EDGE, CPA, LLC7 years Service code 10 · EIN 26-4221663 | Accounting | $7,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,223 | $91,407+11.8% | $135,903-24.8% | $71,457+43.1% |
| Participation rate | 80.2% | 75.7%+4.5pp | 81.9%-1.7pp | 67.9%+12.3pp |
| Annual return | 22.94% | 29.90%-7.0pp | 68.23%-45.3pp | 28.85%-5.9pp |
| Employer contribution / active EE | $1,556 | $3,703-58.0% | $4,856-68.0% | $2,588-39.9% |
| Participant deferral / active EE | $12,722 | $7,092+79.4% | $7,758+64.0% | $4,289+196.6% |
| Admin fee / account holder | $328 | $1,266-74.1% | $10,762-97.0% | $1,587-79.3% |