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: RHODES SECURITIES, INC. Service code 26 FORT WORTH CLUB BUILDING · FORT WORTH, TX 76102 | Advisory (Participants) | $15,794 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $10,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,606 | $63,114+81.6% | $92,893+23.4% | $65,185+75.8% |
| Participation rate | 25.0% | 68.8%-43.8pp | 76.0%-51.0pp | 70.2%-45.2pp |
| Annual return | 29.22% | 28.75%+0.5pp | 109.41%-80.2pp | 29.38%-0.2pp |
| Employer contribution / active EE | $934 | $2,571-63.7% | $3,653-74.4% | $2,177-57.1% |
| Participant deferral / active EE | $1,756 | $3,108-43.5% | $4,236-58.5% | $3,514-50.0% |
| Admin fee / account holder | $536 | $624-14.1% | $5,794-90.7% | $847-36.7% |