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.4+ years Service code 15 · EIN 75-2618454 | Recordkeeping | $29,830 |
SUTTON FROST CARY LLP1 year Filed as: SUTTON FROST CARY, LLP Service code 10 · EIN 75-2593210 | Accounting | $11,000 |
BRYAN CAVE LLP2 years Filed as: BRYAN RICE, CPA Service code 34 7 BURTON HILL · WEATHERFORD, TX 76087 | Valuation (appraisals, etc.) | $7,031 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 | Custodial (securities); Trustee (dire... | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,998 | $65,365-66.3% | $92,893-76.3% | $72,985-69.9% |
| Participation rate | 98.7% | 68.3%+30.4pp | 76.0%+22.7pp | 69.5%+29.2pp |
| Annual return | 16.31% | 42.10%-25.8pp | 109.41%-93.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,061 | $3,128-34.1% | $4,236-51.4% | $3,607-42.9% |
| Admin fee / account holder | $449 | $4,251-89.4% | $5,794-92.3% | $5,124-91.2% |