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.7+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $243,873 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPAY Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $14,354 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,182 | $82,202+71.7% | $125,339+12.6% | $64,808+117.8% |
| Participation rate | 59.0% | 77.9%-18.9pp | 82.4%-23.4pp | 71.5%-12.5pp |
| Annual return | 16.16% | 3.48%+12.7pp | 572.05%-555.9pp | 32.82%-16.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,321 | $7,175-25.8% | $7,446-28.5% | $4,310+23.4% |
| Admin fee / account holder | $522 | $163+219.6% | $10,010-94.8% | $188+177.8% |