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.8+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $221,734 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMPAY Service code 18 · EIN 75-3182674 | Trustee (directed); Custodial (securi... | $10,807 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,456 | $95,274+45.3% | $135,903+1.9% | $74,419+86.1% |
| Participation rate | 52.9% | 78.2%-25.3pp | 81.9%-29.0pp | 70.7%-17.8pp |
| Annual return | -5.59% | 32.77%-38.4pp | 68.23%-73.8pp | 34.38%-40.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,904 | $7,782-37.0% | $7,758-36.8% | $4,528+8.3% |
| Admin fee / account holder | $508 | $266+90.8% | $10,762-95.3% | $348+46.0% |