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 |
|---|---|---|
ROGERS WEALTH GROUP, INC.3+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $134,283 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $25,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,651 | $75,388+56.1% | $123,544-4.8% | $55,725+111.1% |
| Participation rate | 58.5% | 75.7%-17.2pp | 82.3%-23.8pp | 70.9%-12.4pp |
| Annual return | 27.38% | 4.48%+22.9pp | 119.20%-91.8pp | 244.93%-217.6pp |
| Employer contribution / active EE | $4,021 | $3,063+31.3% | $4,628-13.1% | $2,078+93.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $333 | $120+178.3% | $9,284-96.4% | $115+189.4% |