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 BANK3 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $37,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,958 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,601 | $76,050+19.1% | $96,544-6.2% | $71,457+26.8% |
| Participation rate | 80.1% | 74.4%+5.7pp | 76.0%+4.1pp | 67.9%+12.2pp |
| Annual return | 20.87% | 22.81%-1.9pp | 25.84%-5.0pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,066 | $2,244-52.5% | $2,965-64.1% | $2,588-58.8% |
| Participant deferral / active EE | $4,442 | $4,215+5.4% | $4,851-8.4% | $4,289+3.6% |
| Admin fee / account holder | $336 | $2,707-87.6% | $8,252-95.9% | $1,587-78.8% |