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 ROMANO8+ years Filed as: DAVID VAUGHAN INVESTMENTS, INC. Service code 27 · EIN 37-1272863 | Advisory (Plan) | $46,550 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $44,766 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $18,415 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,244 | $86,655+127.6% | $119,609+64.9% | $66,914+194.8% |
| Participation rate | 93.9% | 75.6%+18.3pp | 79.3%+14.7pp | 69.8%+24.1pp |
| Annual return | -10.11% | -8.00%-2.1pp | -14.97%+4.9pp | 1.58%-11.7pp |
| Employer contribution / active EE | $9,263 | $2,536+265.3% | $4,232+118.9% | $2,544+264.1% |
| Participant deferral / active EE | $5,211 | $4,358+19.6% | $5,602-7.0% | $4,237+23.0% |
| Admin fee / account holder | $354 | $755-53.1% | $10,323-96.6% | $593-40.3% |