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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM, SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $21,500 |
INSPERITY RETIREMENT SERVICES4+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $9,428 |
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 | $84,433 | $37,196+127.0% | $154,107-45.2% | $55,725+51.5% |
| Participation rate | 67.0% | 64.1%+2.9pp | 83.0%-16.1pp | 70.9%-3.9pp |
| Annual return | -33.49% | 1319.68%-1353.2pp | 735.12%-768.6pp | 244.93%-278.4pp |
| Employer contribution / active EE | $2,586 | $1,614+60.2% | $5,298-51.2% | $2,078+24.5% |
| Participant deferral / active EE | $7,555 | $2,068+265.3% | $5,081+48.7% | $3,356+125.2% |
| Admin fee / account holder | $77 | $102-24.7% | $13,411-99.4% | $115-33.5% |