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 9-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 |
|---|---|---|
ROGERS WEALTH GROUP, INC.2 years Filed as: ROGERS WEALTH GROUP, INC Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $8,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,962 | $54,573-65.3% | $90,951-79.2% | $73,488-74.2% |
| Participation rate | 30.2% | 61.2%-31.0pp | 69.0%-38.8pp | 70.7%-40.5pp |
| Annual return | 14.14% | 16.69%-2.5pp | 134.60%-120.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $793 | $991-20.0% | $2,122-62.6% | $2,270-65.1% |
| Participant deferral / active EE | $1,751 | $2,517-30.4% | $3,373-48.1% | $3,740-53.2% |
| Admin fee / account holder | $144 | $521-72.3% | $5,959-97.6% | $513-71.8% |