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 |
|---|---|---|
VAUGHN INVESTMENT ADVISORS, INC.7+ years Service code 26 · EIN 61-1487773 | Advisory (Participants) | $172,247 |
Filed as: KRAVITZ, INC. Service code 15 · EIN 95-3207191 | Recordkeeping | $37,603 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,179 | $61,156+353.2% | $185,823+49.2% | $79,386+249.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 20.72% | 19.45%+1.3pp | 122.05%-101.3pp | 116.85%-96.1pp |
| Employer contribution / active EE | $2,186 | $2,321-5.8% | $5,167-57.7% | $2,427-10.0% |
| Participant deferral / active EE | $3,469 | $2,789+24.4% | $5,568-37.7% | $4,046-14.3% |
| Admin fee / account holder | $1,591 | $710+124.2% | $16,237-90.2% | $626+153.9% |