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) | $0 |
WITHUMSMITH+BROWN, PC6 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 | $66,079 | $84,487-21.8% | $125,339-47.3% | $66,914-1.2% |
| Participation rate | 77.0% | 76.4%+0.6pp | 82.4%-5.3pp | 69.8%+7.2pp |
| Annual return | -15.29% | -8.39%-6.9pp | 572.05%-587.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,426 | $3,553-59.9% | $4,814-70.4% | $2,544-43.9% |
| Participant deferral / active EE | $4,554 | $6,781-32.8% | $7,446-38.8% | $4,237+7.5% |
| Admin fee / account holder | $236 | $685-65.6% | $10,010-97.6% | $593-60.3% |