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 | $15,086 |
FROST BANK5 years Service code 61 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,730 | $94,621+12.8% | $138,135-22.7% | $73,409+45.4% |
| Participation rate | 94.5% | 83.4%+11.1pp | 78.7%+15.8pp | 72.2%+22.4pp |
| Annual return | 14.73% | 16.57%-1.8pp | 20.51%-5.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $2,247 | $4,410-49.0% | $5,587-59.8% | $2,234+0.6% |
| Participant deferral / active EE | $8,542 | $6,199+37.8% | $6,431+32.8% | $3,805+124.5% |
| Admin fee / account holder | $18 | $140-87.4% | $11,856-99.9% | $158-88.8% |