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 | $58,787 |
FROST BANK3 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $26,292 |
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 | $15,981 | $53,165-69.9% | $86,188-81.5% | $74,419-78.5% |
| Participation rate | 98.4% | 64.9%+33.5pp | 69.0%+29.4pp | 70.7%+27.6pp |
| Annual return | 19.02% | 22.64%-3.6pp | 1168.45%-1149.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,684 | $1,210+121.8% | $2,380+12.7% | $2,637+1.8% |
| Participant deferral / active EE | $2,399 | $3,234-25.8% | $3,985-39.8% | $4,528-47.0% |
| Admin fee / account holder | $129 | $551-76.6% | $6,852-98.1% | $348-62.9% |