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.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,333 |
RHODES INVESTMENT ADVISORS, INC.6+ years Service code 27 306 W. 7TH STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $9,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,982 | $91,517-43.2% | $101,248-48.7% | $73,409-29.2% |
| Participation rate | 81.9% | 73.8%+8.1pp | 75.8%+6.1pp | 72.2%+9.7pp |
| Annual return | 16.49% | 17.17%-0.7pp | 46.47%-30.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $2,353 | $2,877-18.2% | $3,660-35.7% | $2,234+5.3% |
| Participant deferral / active EE | $3,104 | $3,338-7.0% | $4,370-29.0% | $3,805-18.4% |
| Admin fee / account holder | $231 | $216+6.9% | $5,945-96.1% | $158+46.2% |