See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTORS BROKERAGE OF TEXAS, LTD. Service code 26 · EIN 74-2069435 | Advisory (Participants) | $0 |
WITHUMSMITH+BROWN, PC5 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,786 | $104,475-17.9% | $159,436-46.2% | $79,386+8.1% |
| Participation rate | 85.4% | 76.6%+8.7pp | 82.8%+2.5pp | 70.7%+14.7pp |
| Annual return | 15.80% | 67.95%-52.2pp | 263.57%-247.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,686 | $3,417-50.6% | $4,829-65.1% | $2,427-30.5% |
| Participant deferral / active EE | $5,496 | $6,467-15.0% | $7,352-25.2% | $4,046+35.9% |
| Admin fee / account holder | $266 | $711-62.6% | $10,799-97.5% | $626-57.6% |