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 |
|---|---|---|
Filed as: INVESTORS BROKERAGE OF TEXAS, LTD. Service code 26 · EIN 74-2069435 | Advisory (Participants) | $19,291 |
WITHUMSMITH+BROWN, PC1 year Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $950 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,520 | $80,753-25.1% | $136,294-55.6% | $62,292-2.8% |
| Participation rate | 66.4% | 73.5%-7.1pp | 81.9%-15.5pp | 69.5%-3.1pp |
| Annual return | 14.94% | 35.83%-20.9pp | 5155.94%-5141.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $993 | $2,884-65.6% | $4,695-78.9% | $2,042-51.4% |
| Participant deferral / active EE | $3,214 | $5,164-37.8% | $6,247-48.5% | $3,169+1.4% |
| Admin fee / account holder | $202 | $525-61.5% | $9,243-97.8% | $479-57.8% |