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 BANK2 years Service code 15 1801 S. MCCOLL RD. · MCALLEN, TX 78503 | Recordkeeping | $12,692 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,247 | $84,487-71.3% | $125,339-80.7% | $66,914-63.8% |
| Participation rate | 54.6% | 76.4%-21.8pp | 82.4%-27.8pp | 69.8%-15.2pp |
| Annual return | -15.60% | -8.39%-7.2pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $503 | $3,553-85.8% | $4,814-89.5% | $2,544-80.2% |
| Participant deferral / active EE | $3,633 | $6,781-46.4% | $7,446-51.2% | $4,237-14.2% |
| Admin fee / account holder | $147 | $685-78.5% | $10,010-98.5% | $593-75.2% |