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.5+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $84,415 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Cu... | $4,899 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,566 | $56,972+360.9% | $182,532+43.8% | $65,185+302.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 6.35% | 27.67%-21.3pp | 148.54%-142.2pp | 29.38%-23.0pp |
| Employer contribution / active EE | $23,213 | $1,615+1337.7% | $4,076+469.5% | $2,177+966.5% |
| Participant deferral / active EE | $5,970 | $3,526+69.3% | $5,524+8.1% | $3,514+69.9% |
| Admin fee / account holder | $599 | $528+13.6% | $8,592-93.0% | $847-29.2% |