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.9+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $243,295 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST COMPAY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $17,241 |
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 | $144,306 | $106,028+36.1% | $146,958-1.8% | $77,643+85.9% |
| Participation rate | 53.7% | 78.4%-24.6pp | 82.2%-28.4pp | 70.6%-16.8pp |
| Annual return | 16.57% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,238 | $7,990-34.4% | $8,070-35.1% | $4,647+12.7% |
| Admin fee / account holder | $527 | $337+56.3% | $12,998-95.9% | $430+22.5% |