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) | $25,775 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,528 | $69,362+112.7% | $101,248+45.7% | $73,488+100.7% |
| Participation rate | 22.8% | 68.4%-45.6pp | 75.8%-53.0pp | 70.7%-47.9pp |
| Annual return | 20.88% | 18.46%+2.4pp | 46.47%-25.6pp | 28.51%-7.6pp |
| Employer contribution / active EE | $944 | $2,628-64.1% | $3,660-74.2% | $2,270-58.4% |
| Participant deferral / active EE | $1,751 | $3,300-46.9% | $4,370-59.9% | $3,740-53.2% |
| Admin fee / account holder | $611 | $704-13.2% | $5,945-89.7% | $513+19.1% |