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 ROMANO10+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $47,569 |
KERBER, ECK & BRAECKEL LLP10+ years Service code 10 · EIN 43-0352985 | Accounting | $41,706 |
QUORUM CONSULTING GROUP1 year Service code 13 · EIN 37-1331544 | Contract Administrator | $29,816 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $15,789 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,125 |
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 | $37,468 | $241,101-84.5% | $103,333-63.7% | $199,593-81.2% |
| Participation rate | 58.1% | 78.3%-20.2pp | 74.5%-16.4pp | 72.0%-13.9pp |
| Annual return | 12.32% | 17.80%-5.5pp | 24.88%-12.6pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,812 | $4,244-33.7% | $3,868-27.3% | $3,034-7.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $165 | $288-42.5% | $8,355-98.0% | $269-38.5% |