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.9+ years Service code 26 · EIN 61-1487773 | Advisory (Participants) | $158,115 |
Filed as: KRAVITZ, INC. Service code 15 · EIN 95-3207191 | Recordkeeping | $35,100 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,032 | $61,272+221.6% | $149,673+31.6% | $71,457+175.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.63% | 35.85%-15.2pp | 134.42%-113.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,866 | $2,378+20.5% | $4,818-40.5% | $2,588+10.7% |
| Participant deferral / active EE | $4,386 | $2,917+50.3% | $5,680-22.8% | $4,289+2.3% |
| Admin fee / account holder | $1,288 | $1,261+2.1% | $13,210-90.2% | $1,587-18.8% |