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 VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $42,208 |
KERBER, ECK & BRAECKEL LLP8+ years Service code 10 · EIN 43-0352985 | Accounting | $37,602 |
QUORUM CONSULTING GROUP8+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $18,315 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,191 |
CAVANAGH & O'HARA8+ years Filed as: CAVANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $10,301 |
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 | $35,524 | $76,774-53.7% | $112,228-68.3% | $77,904-54.4% |
| Participation rate | 54.8% | 80.2%-25.4pp | 75.1%-20.3pp | 73.7%-18.9pp |
| Annual return | -13.78% | -10.25%-3.5pp | 27.45%-41.2pp | 12.21%-26.0pp |
| Employer contribution / active EE | $2,529 | $3,977-36.4% | $3,635-30.4% | $2,848-11.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $164 | $239-31.4% | $6,410-97.4% | $133+23.7% |