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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,028 |
RHODES INVESTMENT ADVISORS, INC.7+ years Service code 27 306 W. 7TH STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $25,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,987 | $219,709-72.2% | $109,143-44.1% | - |
| Participation rate | 83.9% | 61.5%+22.4pp | 75.9%+8.1pp | - |
| Annual return | 16.51% | 14.84%+1.7pp | 25.75%-9.2pp | - |
| Employer contribution / active EE | $2,554 | $2,247+13.6% | $3,722-31.4% | - |
| Participant deferral / active EE | $3,324 | $3,260+2.0% | $4,653-28.6% | - |
| Admin fee / account holder | $225 | $13,236-98.3% | $6,752-96.7% | - |