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.3+ years Filed as: ROGERS WEALTH GROUP Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $55,496 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Trustee (bank... | $6,595 |
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 | $40,637 | $80,753-49.7% | $136,294-70.2% | $62,292-34.8% |
| Participation rate | 97.3% | 73.5%+23.8pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 19.90% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $724 | $2,884-74.9% | $4,695-84.6% | $2,042-64.6% |
| Participant deferral / active EE | $3,485 | $5,164-32.5% | $6,247-44.2% | $3,169+10.0% |
| Admin fee / account holder | $236 | $525-55.0% | $9,243-97.4% | $479-50.7% |