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 | $16,375 |
FROST BANK4 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 | $94,166 | $72,658+29.6% | $127,761-26.3% | $67,579+39.3% |
| Participation rate | 94.7% | 80.0%+14.7pp | 79.0%+15.7pp | 71.3%+23.4pp |
| Annual return | 22.50% | 26.49%-4.0pp | 26.14%-3.6pp | 378.56%-356.1pp |
| Employer contribution / active EE | $399 | $3,988-90.0% | $4,574-91.3% | $2,148-81.4% |
| Participant deferral / active EE | $7,910 | $5,383+46.9% | $6,021+31.4% | $3,539+123.5% |
| Admin fee / account holder | $19 | $127-85.2% | $9,395-99.8% | $142-86.8% |