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 |
|---|---|---|
RHODES INVESTMENT ADVISORS, INC.8+ years Service code 27 306 W. 7TH STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $35,285 |
NEWPORT GROUP, INC.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,616 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,710 | $64,119-14.7% | $112,228-51.3% | $66,914-18.2% |
| Participation rate | 82.3% | 68.5%+13.8pp | 75.1%+7.2pp | 69.8%+12.5pp |
| Annual return | -16.10% | -13.81%-2.3pp | 27.45%-43.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,080 | $3,005+2.5% | $3,635-15.3% | $2,544+21.1% |
| Participant deferral / active EE | $4,013 | $3,693+8.7% | $4,728-15.1% | $4,237-5.3% |
| Admin fee / account holder | $242 | $625-61.3% | $6,410-96.2% | $593-59.2% |