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 ROMANO5+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $45,085 |
KERBER, ECK & BRAECKEL LLP5+ years Service code 10 · EIN 43-0352985 | Accounting | $36,408 |
QUORUM CONSULTING GROUP5+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $18,819 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,060 | $66,601-45.9% | $92,893-61.2% | $67,579-46.6% |
| Participation rate | 54.9% | 72.5%-17.6pp | 76.0%-21.1pp | 71.3%-16.4pp |
| Annual return | 21.08% | 92.58%-71.5pp | 109.41%-88.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $2,134 | $2,775-23.1% | $3,653-41.6% | $2,148-0.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $182 | $199-8.5% | $5,794-96.9% | $142+27.9% |