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 |
|---|---|---|
DAVID ROMANO2 years Filed as: DAVID VAUGHAN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $52,384 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,047 | $78,485-24.8% | $106,213-44.4% | $74,495-20.7% |
| Participation rate | 85.4% | 72.8%+12.6pp | 75.3%+10.2pp | 67.2%+18.2pp |
| Annual return | 11.36% | 15.95%-4.6pp | 116.14%-104.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,840 | $2,523+12.6% | $3,171-10.4% | $2,623+8.3% |
| Participant deferral / active EE | $200 | $4,322-95.4% | $5,016-96.0% | $4,346-95.4% |
| Admin fee / account holder | $377 | $2,232-83.1% | $11,033-96.6% | $1,942-80.6% |