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 |
|---|---|---|
Filed as: AMEGY INVESTMENTS INC Service code 64 · EIN 94-3409686 | Recordkeeping Fees | $48,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,500 |
FROST BANK2 years Service code 61 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,817 | $72,448+14.3% | $118,746-30.3% | $69,631+18.9% |
| Participation rate | 95.2% | 79.7%+15.6pp | 78.3%+17.0pp | 70.7%+24.6pp |
| Annual return | 17.26% | 19.06%-1.8pp | 24.54%-7.3pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $0 | $3,771-100.0% | $4,193-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,808 | $4,943+37.7% | $5,332+27.7% | $3,224+111.2% |
| Admin fee / account holder | $78 | $99-20.9% | $10,720-99.3% | $110-29.2% |