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 |
|---|---|---|
SECURITY NATIONAL BANK11+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $75,786 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,840 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,059 | $56,767+35.7% | $101,794-24.3% | $85,563-9.9% |
| Participation rate | 80.9% | 57.6%+23.3pp | 69.2%+11.7pp | 66.0%+15.0pp |
| Annual return | 17.62% | 17.76%-0.1pp | 30.53%-12.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,049 | $1,112-5.7% | $2,289-54.2% | $2,654-60.5% |
| Participant deferral / active EE | $3,879 | $2,720+42.6% | $4,084-5.0% | $4,375-11.3% |
| Admin fee / account holder | $233 | $1,098-78.8% | $8,777-97.3% | $834-72.1% |