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) | $42,930 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $37,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,889 | $95,880-21.9% | $107,525-30.4% | $85,563-12.5% |
| Participation rate | 78.0% | 70.1%+7.9pp | 75.1%+2.9pp | 66.0%+12.0pp |
| Annual return | 12.07% | 68.06%-56.0pp | 181.32%-169.2pp | 31.51%-19.4pp |
| Employer contribution / active EE | $3,598 | $3,812-5.6% | $3,754-4.2% | $2,654+35.6% |
| Participant deferral / active EE | $4,283 | $4,201+1.9% | $5,116-16.3% | $4,375-2.1% |
| Admin fee / account holder | $310 | $1,025-69.7% | $8,919-96.5% | $834-62.8% |