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.10+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $268,636 |
MATRIX TRUST COMPANY5 years Filed as: MATRIX TRUST COMPAY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $15,923 |
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 | $156,655 | $119,446+31.2% | $150,045+4.4% | $85,563+83.1% |
| Participation rate | 53.4% | 75.4%-22.0pp | 82.3%-28.9pp | 66.0%-12.5pp |
| Annual return | 19.75% | 23.72%-4.0pp | 62.55%-42.8pp | 31.51%-11.8pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,257 | $7,985-21.6% | $7,997-21.8% | $4,375+43.0% |
| Admin fee / account holder | $567 | $548+3.5% | $13,435-95.8% | $834-32.0% |