Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROGERS WEALTH GROUP INC Service code 28 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Investment Management | $13,282 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,225 | $64,909-21.1% | $82,312-37.8% | $62,293-17.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.46% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,109 | $1,676+25.8% | $2,428-13.2% | $2,042+3.3% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $99 | $440-77.5% | $5,608-98.2% | $479-79.4% |