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 |
|---|---|---|
DAVID ROMANO5 years Filed as: DAVID VAUGHN INVESTMENTS, LLC Service code 27 · EIN 37-1272863 | Advisory (Plan) | $80,273 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $26,288 |
KLEIN PAVLIS & PEASLEY1 year Service code 27 · EIN 33-0591019 | Advisory (Plan) | $8,434 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Shareholder s... | $5,487 |
CHARLES SCHWAB & CO., INC.5 years Service code 15 · EIN 94-1737782 | Recordkeeping | $57 |
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 | $141,130 | $49,915+182.7% | $154,803-8.8% | $74,304+89.9% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 12.07% | 34.06%-22.0pp | 58.88%-46.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $5,122 | $1,611+217.9% | $4,305+19.0% | $2,241+128.5% |
| Participant deferral / active EE | $5,020 | $2,255+122.6% | $5,540-9.4% | $3,767+33.2% |
| Admin fee / account holder | $670 | $2,189-69.4% | $14,329-95.3% | $2,969-77.4% |