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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,234 |
FROST BANK6 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $36,733 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,175 | $55,416-36.5% | $75,972-53.7% | $77,643-54.7% |
| Participation rate | 79.7% | 63.6%+16.1pp | 69.1%+10.6pp | 70.6%+9.1pp |
| Annual return | 20.90% | 17.07%+3.8pp | 359.55%-338.7pp | 31.24%-10.3pp |
| Employer contribution / active EE | $727 | $1,788-59.3% | $2,685-72.9% | $2,726-73.3% |
| Participant deferral / active EE | $2,703 | $3,447-21.6% | $4,255-36.5% | $4,647-41.8% |
| Admin fee / account holder | $155 | $414-62.7% | $6,467-97.6% | $430-64.1% |