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.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $31,518 |
DAVID ROMANO3 years Filed as: DAVID VAUGHN INVESTMENTS, LLC Service code 27 · EIN 37-1272863 | Advisory (Plan) | $29,875 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $14,762 |
CHARLES SCHWAB & CO., INC.3 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 | $117,370 | $61,272+91.6% | $149,673-21.6% | $71,457+64.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.31% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $4,856 | $2,378+104.2% | $4,818+0.8% | $2,588+87.7% |
| Participant deferral / active EE | $4,385 | $2,917+50.3% | $5,680-22.8% | $4,289+2.2% |
| Admin fee / account holder | $512 | $1,261-59.4% | $13,210-96.1% | $1,587-67.7% |