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.8+ years Service code 26 · EIN 61-1487773 | Advisory (Participants) | $165,286 |
Filed as: KRAVITZ, INC. Service code 15 · EIN 95-3207191 | Recordkeeping | $33,948 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,588 | $65,061+186.8% | $143,757+29.8% | $66,914+178.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -27.99% | -11.14%-16.9pp | -0.04%-28.0pp | 1.58%-29.6pp |
| Employer contribution / active EE | $2,512 | $2,361+6.4% | $4,951-49.3% | $2,544-1.2% |
| Participant deferral / active EE | $3,517 | $2,919+20.5% | $5,637-37.6% | $4,237-17.0% |
| Admin fee / account holder | $1,426 | $502+184.2% | $14,673-90.3% | $593+140.5% |