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 ROMANO3 years Filed as: DAVID VAUGHAN INVESTMENTS, LLC Service code 51 5823 N. FOREST PARK DRIVE · PEORIA, IL 616143559 | Investment Mgmt Fees | $71,389 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,706 | $91,190+37.9% | $178,490-29.6% | $79,858+57.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.21% | 24.19%-20.0pp | 151.07%-146.9pp | 31.71%-27.5pp |
| Employer contribution / active EE | $4,878 | $3,256+49.8% | $5,011-2.6% | $2,471+97.4% |
| Participant deferral / active EE | $2,571 | $3,236-20.6% | $5,202-50.6% | $3,740-31.3% |
| Admin fee / account holder | $651 | $6,751-90.4% | $13,984-95.3% | $5,306-87.7% |