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 Service code 15 · EIN 75-2618454 | Recordkeeping | $31,736 |
Filed as: KELLOGG & KELLOGG Service code 10 7254 RIVER VALLEY COURT · FORT WORTH, TX 76116 | Accounting | $11,000 |
BRYAN CAVE LLP1 year Filed as: BRYAN RICE, CPA Service code 34 7 BURTON HILL · WEATHERFORD, TX 76087 | Valuation (appraisals, etc.) | $5,320 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 | Trustee (directed); Custodial (other ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,017 | $57,354-68.6% | $83,848-78.5% | $64,186-71.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.51% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,833 | $2,993-38.8% | $4,082-55.1% | $3,470-47.2% |
| Admin fee / account holder | $451 | $4,046-88.8% | $5,478-91.8% | $4,888-90.8% |