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 ROMANO2+ years Filed as: DAVID VAUGHAN INVESTMENTS, INC. Service code 27 · EIN 37-1272863 | Advisory (Plan) | $99,391 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $25,610 |
HEINOLD BANWART, LTD.2+ years Filed as: HEINOLD-BANWART, LTD Service code 10 · EIN 37-1196235 | Accounting | $14,402 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,762 |
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 | $147,771 | $77,634+90.3% | $156,549-5.6% | $62,891+135.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.42% | 50.32%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $22,063 | $3,444+540.7% | $5,501+301.1% | $2,281+867.3% |
| Participant deferral / active EE | $14,101 | $3,045+363.0% | $4,871+189.5% | $3,203+340.3% |
| Admin fee / account holder | $904 | $5,561-83.8% | $13,027-93.1% | $4,296-79.0% |