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.4 years Filed as: ROGERS WEALTH GROUP, INC Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $12,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,359 | $49,451-38.6% | $79,550-61.8% | $66,914-54.6% |
| Participation rate | 29.3% | 61.3%-32.1pp | 69.5%-40.2pp | 69.8%-40.5pp |
| Annual return | -13.77% | 84.25%-98.0pp | 0.16%-13.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $817 | $1,266-35.5% | $2,413-66.2% | $2,544-67.9% |
| Participant deferral / active EE | $1,739 | $3,159-44.9% | $3,985-56.4% | $4,237-59.0% |
| Admin fee / account holder | $223 | $595-62.6% | $6,832-96.7% | $593-62.5% |