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 BANK1+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $26,109 |
WINTHER, STAVE & CO LLP1+ years Service code 10 · EIN 42-1173624 | Accounting | $5,077 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,121 | $60,165-53.3% | $74,183-62.1% | $55,167-49.0% |
| Participation rate | 66.1% | 74.2%-8.0pp | 76.6%-10.5pp | 69.0%-2.8pp |
| Annual return | -2.72% | 10.00%-12.7pp | 17.74%-20.5pp | 169.23%-171.9pp |
| Employer contribution / active EE | $327 | $1,600-79.5% | $2,370-86.2% | $1,963-83.3% |
| Participant deferral / active EE | $2,396 | $2,973-19.4% | $3,550-32.5% | $3,054-21.6% |
| Admin fee / account holder | $208 | $419-50.4% | $5,586-96.3% | $504-58.7% |