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) | $20,837 |
WITHUMSMITH+BROWN, PC2 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,352 | $73,102-28.4% | $123,544-57.6% | $56,287-7.0% |
| Participation rate | 80.6% | 74.3%+6.3pp | 82.3%-1.6pp | 69.9%+10.8pp |
| Annual return | -4.41% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,316 | $2,977-55.8% | $4,628-71.6% | $2,111-37.7% |
| Participant deferral / active EE | $4,047 | $5,423-25.4% | $6,426-37.0% | $3,350+20.8% |
| Admin fee / account holder | $176 | $554-68.2% | $9,284-98.1% | $521-66.1% |