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) | $28,198 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,789 |
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 | $107,317 | $64,119+67.4% | $112,228-4.4% | $66,914+60.4% |
| Participation rate | 28.6% | 68.5%-39.9pp | 75.1%-46.5pp | 69.8%-41.2pp |
| Annual return | -17.33% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,038 | $3,005-65.5% | $3,635-71.4% | $2,544-59.2% |
| Participant deferral / active EE | $1,899 | $3,693-48.6% | $4,728-59.8% | $4,237-55.2% |
| Admin fee / account holder | $591 | $625-5.5% | $6,410-90.8% | $593-0.4% |