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 SERVICES9+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $4,388 |
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 | $131,851 | $47,126+179.8% | $149,673-11.9% | $74,419+77.2% |
| Participation rate | 61.1% | 63.4%-2.3pp | 78.8%-17.7pp | 70.7%-9.7pp |
| Annual return | 19.96% | 22.75%-2.8pp | 134.42%-114.5pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,158 | $1,905+13.3% | $4,818-55.2% | $2,637-18.2% |
| Participant deferral / active EE | $9,063 | $2,728+232.3% | $5,680+59.6% | $4,528+100.2% |
| Admin fee / account holder | $14 | $343-95.8% | $13,210-99.9% | $348-95.9% |