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 | $21,267 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,045 | $78,422-24.7% | $95,952-38.5% | $79,858-26.1% |
| Participation rate | 58.5% | 73.5%-15.0pp | 77.1%-18.6pp | 69.6%-11.1pp |
| Annual return | 10.40% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,044 | $1,945+5.1% | $2,541-19.5% | $2,471-17.3% |
| Participant deferral / active EE | $3,661 | $3,440+6.4% | $4,167-12.1% | $3,740-2.1% |
| Admin fee / account holder | $576 | $5,622-89.8% | $6,795-91.5% | $5,306-89.1% |