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, PC3 years Filed as: WITHUM, SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $6,175 |
INSPERITY RETIREMENT SERVICES6+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $3,407 |
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 | $124,721 | $52,293+138.5% | $178,490-30.1% | $73,409+69.9% |
| Participation rate | 63.9% | 65.3%-1.4pp | 81.9%-18.0pp | 72.2%-8.2pp |
| Annual return | 16.41% | 34.75%-18.3pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,469 | $1,735+42.2% | $5,011-50.7% | $2,234+10.5% |
| Participant deferral / active EE | $8,725 | $2,332+274.1% | $5,202+67.7% | $3,805+129.3% |
| Admin fee / account holder | $38 | $127-70.0% | $13,984-99.7% | $158-75.8% |