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 |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,479 |
RHODES INVESTMENT ADVISORS, INC.5+ years Service code 27 306 W. 7TH STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $19,182 |
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 | $47,060 | $66,601-29.3% | $92,893-49.3% | $67,579-30.4% |
| Participation rate | 81.0% | 72.5%+8.5pp | 76.0%+4.9pp | 71.3%+9.7pp |
| Annual return | 27.07% | 92.58%-65.5pp | 109.41%-82.3pp | 378.56%-351.5pp |
| Employer contribution / active EE | $2,322 | $2,775-16.3% | $3,653-36.4% | $2,148+8.1% |
| Participant deferral / active EE | $3,004 | $3,157-4.8% | $4,236-29.1% | $3,539-15.1% |
| Admin fee / account holder | $224 | $199+12.7% | $5,794-96.1% | $142+57.5% |