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 ROMANO2 years Filed as: DAVID VAUGHAN INVESTMENTS, LLC Service code 51 5823 N. FOREST PARK DRIVE · PEORIA, IL 616143559 | Investment Mgmt Fees | $74,730 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,488 | $85,202+74.3% | $172,739-14.0% | $72,985+103.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.62% | 27.32%+0.3pp | 802.84%-775.2pp | 81.00%-53.4pp |
| Employer contribution / active EE | $4,541 | $3,324+36.6% | $5,143-11.7% | $2,440+86.1% |
| Participant deferral / active EE | $2,724 | $3,260-16.4% | $5,198-47.6% | $3,607-24.5% |
| Admin fee / account holder | $722 | $5,884-87.7% | $13,954-94.8% | $5,124-85.9% |