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 |
|---|---|---|
INSPERITY RETIREMENT SERVICES1+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $19,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,124 | $37,117+5.4% | $147,614-73.5% | $55,191-29.1% |
| Participation rate | 47.9% | 63.6%-15.7pp | 84.6%-36.7pp | 69.2%-21.3pp |
| Annual return | -19.67% | 3.44%-23.1pp | 61.98%-81.6pp | 10.78%-30.4pp |
| Employer contribution / active EE | $664 | $1,620-59.0% | $5,564-88.1% | $1,899-65.0% |
| Participant deferral / active EE | $4,718 | $1,985+137.6% | $4,895-3.6% | $3,046+54.9% |
| Admin fee / account holder | $57 | $86-33.9% | $11,611-99.5% | $91-37.7% |