Filed October 22, 2025
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 |
|---|---|---|
PROSPERITY BANK1 year Service code 21 1401 AVENUE Q · LUBBOCK, TX 79401 | Bank Trustee | $13,970 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,739 | $65,435-17.9% | $86,677-38.0% | $66,914-19.7% |
| Participation rate | 56.8% | 75.5%-18.7pp | 76.6%-19.8pp | 69.8%-13.0pp |
| Annual return | -15.97% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $750 | $2,153-65.2% | $2,836-73.6% | $2,544-70.5% |
| Participant deferral / active EE | $2,328 | $4,100-43.2% | $4,656-50.0% | $4,237-45.0% |
| Admin fee / account holder | $295 | $642-54.0% | $7,493-96.1% | $593-50.3% |