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 7-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 |
|---|---|---|
INSPERITY RETIREMENT SERVICES1+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,567 | $52,953+35.2% | $172,739-58.6% | $65,185+9.8% |
| Participation rate | 63.6% | 66.2%-2.6pp | 82.6%-19.0pp | 70.2%-6.6pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $756 | $2,190-65.5% | $5,143-85.3% | $2,177-65.3% |
| Participant deferral / active EE | $1,786 | $2,471-27.7% | $5,198-65.6% | $3,514-49.2% |
| Admin fee / account holder | $22 | $472-95.4% | $13,954-99.8% | $847-97.4% |