See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.6+ years Service code 15 · EIN 75-2618454 | Recordkeeping | $22,184 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,603 | $78,672-45.8% | $109,143-61.0% | $85,850-50.4% |
| Participation rate | 92.7% | 68.3%+24.4pp | 75.9%+16.8pp | 69.3%+23.4pp |
| Annual return | 17.34% | 25.09%-7.7pp | 25.75%-8.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,737 | $3,467-49.9% | $4,653-62.7% | $3,952-56.0% |
| Admin fee / account holder | $350 | $5,469-93.6% | $6,752-94.8% | $6,260-94.4% |