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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,691 |
FROST BANK2 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $27,997 |
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 | $31,374 | $51,288-38.8% | $81,983-61.7% | $73,409-57.3% |
| Participation rate | 94.9% | 64.0%+31.0pp | 69.2%+25.7pp | 72.2%+22.8pp |
| Annual return | 15.02% | 29.48%-14.5pp | 41.31%-26.3pp | 59.29%-44.3pp |
| Employer contribution / active EE | $910 | $1,487-38.8% | $2,498-63.6% | $2,234-59.3% |
| Participant deferral / active EE | $3,063 | $2,715+12.8% | $3,722-17.7% | $3,805-19.5% |
| Admin fee / account holder | $150 | $125+19.7% | $5,664-97.4% | $158-5.0% |