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 ROMANO9+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $43,036 |
KERBER, ECK & BRAECKEL LLP9+ years Service code 10 · EIN 43-0352985 | Accounting | $43,032 |
QUORUM CONSULTING GROUP9+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $25,037 |
CAVANAGH & O'HARA9+ years Filed as: CAVANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $21,973 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,235 |
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 | $36,901 | $88,480-58.3% | $96,683-61.8% | $80,160-54.0% |
| Participation rate | 57.0% | 79.9%-22.9pp | 74.3%-17.3pp | 72.9%-15.9pp |
| Annual return | 15.30% | 22.53%-7.2pp | 35.69%-20.4pp | 40.38%-25.1pp |
| Employer contribution / active EE | $2,763 | $4,176-33.8% | $3,737-26.1% | $2,978-7.2% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $182 | $212-14.0% | $6,730-97.3% | $145+25.6% |