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 7-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $30,125 |
DAVID ROMANO2 years Filed as: DAVID VAUGHN INVESTMENTS, LLC Service code 27 · EIN 37-1272863 | Advisory (Plan) | $23,616 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $18,156 |
CHARLES SCHWAB & CO., INC.2 years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
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 | $97,034 | $65,061+49.1% | $143,757-32.5% | $66,914+45.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.32% | -11.14%-1.2pp | -0.04%-12.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $4,415 | $2,361+87.0% | $4,951-10.8% | $2,544+73.5% |
| Participant deferral / active EE | $4,028 | $2,919+38.0% | $5,637-28.5% | $4,237-4.9% |
| Admin fee / account holder | $476 | $502-5.2% | $14,673-96.8% | $593-19.8% |