See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,480 |
FROST BANK6 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 | $128,551 | $92,303+39.3% | $152,466-15.7% | $86,799+48.1% |
| Participation rate | 95.9% | 81.1%+14.9pp | 78.2%+17.7pp | 72.3%+23.7pp |
| Annual return | 15.03% | 531.69%-516.7pp | 757.33%-742.3pp | 97.91%-82.9pp |
| Employer contribution / active EE | $0 | $3,748-100.0% | $4,327-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $8,526 | $5,599+52.3% | $5,820+46.5% | $4,131+106.4% |
| Admin fee / account holder | $20 | $150-86.8% | $15,805-99.9% | $170-88.3% |