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 | $99,525 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMPAY Service code 18 · EIN 75-3182674 | Trustee (directed); Custodial (other ... | $6,110 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,588 | $65,390+309.2% | $169,368+58.0% | $71,457+274.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 5.40% | 21.31%-15.9pp | 405.60%-400.2pp | 28.85%-23.4pp |
| Employer contribution / active EE | $23,273 | $2,079+1019.6% | $4,013+480.0% | $2,588+799.4% |
| Participant deferral / active EE | $5,414 | $4,367+24.0% | $6,221-13.0% | $4,289+26.2% |
| Admin fee / account holder | $625 | $1,324-52.8% | $9,003-93.1% | $1,587-60.6% |