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 SERVICES8+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $3,425 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,879 | $46,292+139.5% | $143,757-22.9% | $64,808+71.1% |
| Participation rate | 63.0% | 64.2%-1.2pp | 80.3%-17.3pp | 71.5%-8.5pp |
| Annual return | -19.87% | -10.05%-9.8pp | -0.04%-19.8pp | 32.82%-52.7pp |
| Employer contribution / active EE | $2,033 | $1,910+6.4% | $4,951-58.9% | $2,506-18.9% |
| Participant deferral / active EE | $8,213 | $2,646+210.4% | $5,637+45.7% | $4,310+90.5% |
| Admin fee / account holder | $12 | $154-92.3% | $14,673-99.9% | $188-93.7% |