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 SERVICES7+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $3,140 |
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 | $140,148 | $56,485+148.1% | $185,823-24.6% | $86,799+61.5% |
| Participation rate | 66.3% | 65.5%+0.8pp | 81.7%-15.4pp | 72.3%-6.0pp |
| Annual return | 14.15% | 118.04%-103.9pp | 122.05%-107.9pp | 97.91%-83.8pp |
| Employer contribution / active EE | $2,300 | $1,843+24.8% | $5,167-55.5% | $2,405-4.4% |
| Participant deferral / active EE | $8,534 | $2,553+234.2% | $5,568+53.3% | $4,131+106.6% |
| Admin fee / account holder | $96 | $150-35.6% | $16,237-99.4% | $170-43.2% |