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 BANK3+ years Service code 15 · EIN 42-0943319 | Recordkeeping | $57,634 |
ANDERSON, TACKMAN & COMPANY, PLC3+ years Service code 10 · EIN 38-1977929 | Accounting | $8,900 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,650 |
CHARLES SCHWAB & CO., INC.3+ 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 | $49,345 | $49,138+0.4% | $84,015-41.3% | $65,185-24.3% |
| Participation rate | 83.9% | 60.7%+23.1pp | 69.0%+14.9pp | 70.2%+13.7pp |
| Annual return | 21.63% | 23.00%-1.4pp | 71.31%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,486 | $914+62.6% | $1,983-25.1% | $2,177-31.7% |
| Participant deferral / active EE | $2,964 | $2,397+23.6% | $3,239-8.5% | $3,514-15.7% |
| Admin fee / account holder | $221 | $543-59.3% | $6,101-96.4% | $847-73.9% |