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 BANK11+ years Service code 21 · EIN 74-0635455 | Bank Trustee | $196,341 |
DEFINITI LLC4 years Service code 15 · EIN 85-0833363 | Recordkeeping | $53,217 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,956 | $131,799+10.7% | $200,582-27.2% | $85,563+70.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 17.04% | 21.59%-4.6pp | 42.33%-25.3pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,098 | $4,532-53.7% | $6,419-67.3% | $2,654-20.9% |
| Participant deferral / active EE | $2,722 | $7,702-64.7% | $9,331-70.8% | $4,375-37.8% |
| Admin fee / account holder | $284 | $235+20.8% | $16,305-98.3% | $834-66.0% |