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 BANK2 years Service code 21 1401 AVENUE Q · LUBBOCK, TX 79401 | Bank Trustee | $35,655 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,772 |
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 | $61,347 | $76,050-19.3% | $96,544-36.5% | $71,457-14.1% |
| Participation rate | 56.5% | 74.4%-17.9pp | 76.0%-19.5pp | 67.9%-11.5pp |
| Annual return | 16.21% | 22.81%-6.6pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $779 | $2,244-65.3% | $2,965-73.7% | $2,588-69.9% |
| Participant deferral / active EE | $2,387 | $4,215-43.4% | $4,851-50.8% | $4,289-44.3% |
| Admin fee / account holder | $290 | $2,707-89.3% | $8,252-96.5% | $1,587-81.7% |