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 |
|---|---|---|
Filed as: JOHN ROMANO Service code 15 · EIN 11-3237905 | Recordkeeping | $17,693 |
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 | $73,086 | $55,002+32.9% | $59,878+22.1% | $56,287+29.8% |
| Participation rate | 70.1% | 75.9%-5.8pp | 74.7%-4.6pp | 69.9%+0.2pp |
| Annual return | 9.49% | 1.13%+8.4pp | 3.46%+6.0pp | -9.96%+19.5pp |
| Employer contribution / active EE | $1,281 | $2,448-47.7% | $2,722-52.9% | $2,111-39.3% |
| Participant deferral / active EE | $5,961 | $3,121+91.0% | $3,402+75.2% | $3,350+77.9% |
| Admin fee / account holder | $182 | $236-22.9% | $3,590-94.9% | $521-65.1% |