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) | $98,707 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $19,705 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,437 |
HEINOLD BANWART, LTD.3+ years Filed as: HEINOLD-BANWART, LTD Service code 10 | Accounting | $2,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,105 | $84,233+331.1% | $170,442+113.0% | $70,131+417.8% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 15.40% | 23.06%-7.7pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $17,547 | $3,387+418.1% | $5,433+223.0% | $2,342+649.1% |
| Participant deferral / active EE | $12,568 | $3,086+307.3% | $4,939+154.4% | $3,332+277.2% |
| Admin fee / account holder | $1,862 | $5,698-67.3% | $13,880-86.6% | $4,645-59.9% |