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 SERVICES5+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $6,570 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM, SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $6,175 |
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 | $105,345 | $62,928+67.4% | $172,739-39.0% | $67,579+55.9% |
| Participation rate | 73.9% | 64.5%+9.4pp | 82.6%-8.7pp | 71.3%+2.6pp |
| Annual return | 2.23% | 30.36%-28.1pp | 802.84%-800.6pp | 378.56%-376.3pp |
| Employer contribution / active EE | $2,762 | $1,636+68.8% | $5,143-46.3% | $2,148+28.6% |
| Participant deferral / active EE | $9,950 | $2,145+363.9% | $5,198+91.4% | $3,539+181.1% |
| Admin fee / account holder | $49 | $167-70.6% | $13,954-99.6% | $142-65.6% |