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 BANK4 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $36,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,526 |
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 | $105,413 | $79,171+33.1% | $102,423+2.9% | $74,495+41.5% |
| Participation rate | 79.1% | 74.8%+4.3pp | 76.5%+2.6pp | 67.2%+11.9pp |
| Annual return | 17.58% | 54.93%-37.4pp | 29.32%-11.7pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,125 | $2,362-52.4% | $3,023-62.8% | $2,623-57.1% |
| Participant deferral / active EE | $4,530 | $4,415+2.6% | $5,053-10.4% | $4,346+4.2% |
| Admin fee / account holder | $370 | $2,001-81.5% | $9,451-96.1% | $1,942-80.9% |