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 SERVICES2+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DRIVE · KINGWOOD, TX 77339 | Recordkeeping | $13,003 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,130 | $63,924-46.6% | $108,579-68.6% | $55,167-38.1% |
| Participation rate | 87.4% | 74.3%+13.0pp | 79.6%+7.8pp | 69.0%+18.4pp |
| Annual return | 9.11% | 15.31%-6.2pp | -51.70%+60.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,463 | $1,879+31.1% | $3,758-34.5% | $1,963+25.5% |
| Participant deferral / active EE | $3,646 | $3,067+18.9% | $4,311-15.4% | $3,054+19.4% |
| Admin fee / account holder | $79 | $618-87.2% | $7,645-99.0% | $504-84.3% |