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 |
|---|---|---|
INSPERITY RETIREMENT SERVICES10+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,149 | $50,815+211.2% | $155,509+1.7% | $77,643+103.7% |
| Participation rate | 60.8% | 63.1%-2.3pp | 78.2%-17.4pp | 70.6%-9.8pp |
| Annual return | 17.65% | 34.80%-17.2pp | 64.67%-47.0pp | 31.24%-13.6pp |
| Employer contribution / active EE | $2,258 | $1,993+13.3% | $4,672-51.7% | $2,726-17.2% |
| Participant deferral / active EE | $9,747 | $2,822+245.4% | $5,626+73.2% | $4,647+109.7% |
| Admin fee / account holder | $150 | $437-65.6% | $15,912-99.1% | $430-65.1% |