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 ROMANO4+ years Filed as: DAVID VAUGHAN INVESTMENTS, INC. Service code 27 · EIN 37-1272863 | Advisory (Plan) | $37,714 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $26,650 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $20,082 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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 | $178,610 | $66,302+169.4% | $110,238+62.0% | $56,287+217.3% |
| Participation rate | 99.5% | 74.9%+24.6pp | 79.8%+19.7pp | 69.9%+29.6pp |
| Annual return | -7.28% | -1.18%-6.1pp | 314.74%-322.0pp | -9.96%+2.7pp |
| Employer contribution / active EE | $8,407 | $2,047+310.7% | $3,826+119.7% | $2,111+298.2% |
| Participant deferral / active EE | $4,999 | $3,381+47.8% | $4,672+7.0% | $3,350+49.2% |
| Admin fee / account holder | $266 | $698-61.9% | $8,547-96.9% | $521-48.9% |