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) | $41,305 |
WITHUMSMITH+BROWN, PC8 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $1,050 |
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 | $81,197 | $101,317-19.9% | $146,958-44.7% | $74,495+9.0% |
| Participation rate | 80.9% | 75.5%+5.3pp | 82.2%-1.3pp | 67.2%+13.7pp |
| Annual return | 13.02% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,511 | $3,810-60.4% | $4,933-69.4% | $2,623-42.4% |
| Participant deferral / active EE | $4,779 | $7,303-34.6% | $8,070-40.8% | $4,346+10.0% |
| Admin fee / account holder | $257 | $1,739-85.2% | $12,998-98.0% | $1,942-86.8% |