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 |
|---|---|---|
TEXAS REGIONAL BANK1 year Service code 15 1801 S. MCCOLL RD. · MCALLEN, TX 78503 | Recordkeeping | $8,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,131 | $104,475-73.1% | $159,436-82.4% | $79,386-64.6% |
| Participation rate | 57.3% | 76.6%-19.3pp | 82.8%-25.5pp | 70.7%-13.4pp |
| Annual return | 22.38% | 67.95%-45.6pp | 263.57%-241.2pp | 116.85%-94.5pp |
| Employer contribution / active EE | $735 | $3,417-78.5% | $4,829-84.8% | $2,427-69.7% |
| Participant deferral / active EE | $3,496 | $6,467-46.0% | $7,352-52.5% | $4,046-13.6% |
| Admin fee / account holder | $115 | $711-83.8% | $10,799-98.9% | $626-81.6% |