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 8-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 |
|---|---|---|
SECURITY NATIONAL BANK2+ years Service code 15 · EIN 42-0943319 | Recordkeeping | $56,863 |
ANDERSON, TACKMAN & COMPANY, PLC2+ years Service code 10 · EIN 38-1977929 | Accounting | $12,000 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,227 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,140 | $42,548-3.3% | $74,550-44.8% | $56,287-26.9% |
| Participation rate | 82.4% | 60.5%+22.0pp | 69.1%+13.3pp | 69.9%+12.6pp |
| Annual return | -4.95% | 12.40%-17.4pp | 32.53%-37.5pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,555 | $855+81.8% | $1,961-20.7% | $2,111-26.3% |
| Participant deferral / active EE | $2,884 | $2,277+26.6% | $3,108-7.2% | $3,350-13.9% |
| Admin fee / account holder | $226 | $467-51.5% | $5,060-95.5% | $521-56.5% |