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) | $35,355 |
WITHUMSMITH+BROWN, PC7 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $2,550 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,594 | $91,407-17.3% | $135,903-44.4% | $71,457+5.8% |
| Participation rate | 74.7% | 75.7%-1.0pp | 81.9%-7.2pp | 67.9%+6.8pp |
| Annual return | 16.03% | 29.90%-13.9pp | 68.23%-52.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,459 | $3,703-60.6% | $4,856-70.0% | $2,588-43.6% |
| Participant deferral / active EE | $4,544 | $7,092-35.9% | $7,758-41.4% | $4,289+5.9% |
| Admin fee / account holder | $249 | $1,266-80.3% | $10,762-97.7% | $1,587-84.3% |