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 |
|---|---|---|
DAVID ROMANO3+ years Filed as: DAVID VAUGHAN INVESTMENTS, INC. Service code 27 · EIN 37-1272863 | Advisory (Plan) | $36,038 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $29,310 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,173 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $193,374 | $71,192+171.6% | $117,854+64.1% | $62,292+210.4% |
| Participation rate | 99.5% | 74.2%+25.3pp | 79.7%+19.8pp | 69.5%+30.0pp |
| Annual return | 13.57% | 18.66%-5.1pp | 335.08%-321.5pp | 28.90%-15.3pp |
| Employer contribution / active EE | $8,280 | $1,934+328.1% | $3,786+118.7% | $2,042+305.4% |
| Participant deferral / active EE | $4,664 | $3,189+46.3% | $4,482+4.1% | $3,169+47.2% |
| Admin fee / account holder | $273 | $587-53.4% | $8,020-96.6% | $479-43.0% |