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 | $48,103 |
FROST BANK2 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $23,060 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,859 | $42,353-69.6% | $79,550-83.8% | $64,808-80.2% |
| Participation rate | 98.5% | 64.8%+33.7pp | 69.5%+29.0pp | 71.5%+27.0pp |
| Annual return | -16.68% | -12.24%-4.4pp | 0.16%-16.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,333 | $1,181+97.7% | $2,413-3.3% | $2,506-6.9% |
| Participant deferral / active EE | $2,506 | $3,170-20.9% | $3,985-37.1% | $4,310-41.9% |
| Admin fee / account holder | $110 | $160-31.1% | $6,832-98.4% | $188-41.4% |