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) | $22,936 |
WITHUMSMITH+BROWN, PC3 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $800 |
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 | $63,683 | $89,652-29.0% | $141,162-54.9% | $65,185-2.3% |
| Participation rate | 83.6% | 74.7%+8.9pp | 82.5%+1.2pp | 70.2%+13.4pp |
| Annual return | 22.70% | 32.79%-10.1pp | 71.39%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,382 | $3,065-54.9% | $4,735-70.8% | $2,177-36.5% |
| Participant deferral / active EE | $4,432 | $5,691-22.1% | $6,709-33.9% | $3,514+26.1% |
| Admin fee / account holder | $188 | $569-66.9% | $10,261-98.2% | $847-77.8% |