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 BANK8 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $38,811 |
PEGGY S. EDGE, CPA, LLC9 years Service code 10 · EIN 26-4221663 PO BOX 204151 · AUSTIN, TX 78720 | Accounting | $8,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,174 | $109,881+14.8% | $150,045-15.9% | $84,808+48.8% |
| Participation rate | 87.0% | 76.1%+10.9pp | 82.3%+4.7pp | 68.3%+18.7pp |
| Annual return | 17.96% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,333 | $3,561-34.5% | $4,693-50.3% | $2,631-11.3% |
| Participant deferral / active EE | $15,720 | $6,636+136.9% | $7,997+96.6% | $4,212+273.3% |
| Admin fee / account holder | $280 | $8,568-96.7% | $13,435-97.9% | $7,344-96.2% |