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 |
|---|---|---|
Filed as: RHODES INVESTMENT ADVISOR INC. Service code 27 306 W 7TH ST · FT. WORTH, TX 76102 | Advisory (Plan) | $34,089 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,395 | $82,917-22.3% | $103,333-37.7% | $77,643-17.1% |
| Participation rate | 79.9% | 71.6%+8.4pp | 74.5%+5.4pp | 70.6%+9.4pp |
| Annual return | 13.14% | 19.13%-6.0pp | 24.88%-11.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,288 | $3,552-7.4% | $3,868-15.0% | $2,726+20.6% |
| Participant deferral / active EE | $3,882 | $4,108-5.5% | $5,057-23.2% | $4,647-16.5% |
| Admin fee / account holder | $255 | $638-60.0% | $8,355-96.9% | $430-40.7% |