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.6+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $82,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $294,850 | $62,132+374.6% | $185,823+58.7% | $73,488+301.2% |
| Participation rate | 99.1% | 67.8%+31.3pp | 78.0%+21.1pp | 70.7%+28.5pp |
| Annual return | 14.93% | 20.44%-5.5pp | 35.95%-21.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $19,425 | $1,681+1055.4% | $4,087+375.2% | $2,270+755.7% |
| Participant deferral / active EE | $5,574 | $3,711+50.2% | $5,632-1.0% | $3,740+49.1% |
| Admin fee / account holder | $577 | $419+37.7% | $9,500-93.9% | $513+12.4% |