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 | $103,508 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST COMPAY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $6,832 |
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 | $280,433 | $73,360+282.3% | $177,989+57.6% | $74,495+276.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 9.48% | 17.49%-8.0pp | 294.48%-285.0pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $24,968 | $2,216+1026.5% | $3,949+532.3% | $2,623+851.9% |
| Participant deferral / active EE | $5,416 | $4,513+20.0% | $6,276-13.7% | $4,346+24.6% |
| Admin fee / account holder | $634 | $1,808-64.9% | $10,363-93.9% | $1,942-67.3% |