See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FROST BANK2 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $39,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,508 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,498 | $65,435-3.0% | $86,677-26.7% | $66,914-5.1% |
| Participation rate | 79.9% | 75.5%+4.4pp | 76.6%+3.3pp | 69.8%+10.1pp |
| Annual return | -18.30% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,511 | $2,153-29.8% | $2,836-46.7% | $2,544-40.6% |
| Participant deferral / active EE | $4,675 | $4,100+14.0% | $4,656+0.4% | $4,237+10.3% |
| Admin fee / account holder | $299 | $642-53.4% | $7,493-96.0% | $593-49.6% |