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 | $40,395 |
FROST BANK1 year Service code 27 · EIN 74-6036463 | Advisory (Plan) | $19,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,070 | $50,956-68.5% | $96,562-83.4% | $86,799-81.5% |
| Participation rate | 65.4% | 65.2%+0.2pp | 69.8%-4.4pp | 72.3%-6.9pp |
| Annual return | 13.96% | 21.27%-7.3pp | 37.78%-23.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,560 | $1,111+40.4% | $2,356-33.8% | $2,405-35.2% |
| Participant deferral / active EE | $1,799 | $2,954-39.1% | $3,849-53.3% | $4,131-56.5% |
| Admin fee / account holder | $111 | $166-32.9% | $6,181-98.2% | $170-34.3% |