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.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $51,548 |
Filed as: RHODES INVESTMENT ADVISOR INC. Service code 27 306 W 7TH ST · FT. WORTH, TX 76102 | Advisory (Plan) | $16,020 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,815 | $76,670-28.5% | $96,683-43.3% | $71,457-23.3% |
| Participation rate | 79.8% | 66.6%+13.2pp | 74.3%+5.4pp | 67.9%+11.8pp |
| Annual return | 11.79% | 48.29%-36.5pp | 35.69%-23.9pp | 28.85%-17.1pp |
| Employer contribution / active EE | $3,115 | $3,031+2.7% | $3,737-16.7% | $2,588+20.4% |
| Participant deferral / active EE | $3,770 | $3,7710% | $4,878-22.7% | $4,289-12.1% |
| Admin fee / account holder | $272 | $2,028-86.6% | $6,730-96.0% | $1,587-82.8% |