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) | $26,517 |
WITHUMSMITH+BROWN, PC4 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $950 |
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 | $73,280 | $99,957-26.7% | $149,696-51.0% | $73,488-0.3% |
| Participation rate | 86.7% | 75.7%+11.0pp | 82.5%+4.2pp | 70.7%+16.0pp |
| Annual return | 14.60% | 53.87%-39.3pp | 276.60%-262.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,491 | $3,191-53.3% | $4,644-67.9% | $2,270-34.3% |
| Participant deferral / active EE | $4,847 | $6,073-20.2% | $6,842-29.2% | $3,740+29.6% |
| Admin fee / account holder | $208 | $551-62.2% | $9,309-97.8% | $513-59.4% |