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 BANK4+ years Service code 15 · EIN 42-0943319 | Recordkeeping | $55,506 |
ANDERSON, TACKMAN & COMPANY, PLC4+ years Service code 10 · EIN 38-1977929 | Accounting | $9,200 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,409 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,958 | $54,573-6.6% | $90,951-44.0% | $73,488-30.7% |
| Participation rate | 88.6% | 61.2%+27.5pp | 69.0%+19.6pp | 70.7%+18.0pp |
| Annual return | 10.89% | 16.69%-5.8pp | 134.60%-123.7pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,504 | $991+51.7% | $2,122-29.1% | $2,270-33.8% |
| Participant deferral / active EE | $3,161 | $2,517+25.6% | $3,373-6.3% | $3,740-15.5% |
| Admin fee / account holder | $226 | $521-56.7% | $5,959-96.2% | $513-56.0% |