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 BANK10+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $72,005 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,039 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,440 | $55,416-43.3% | $75,972-58.6% | $77,643-59.5% |
| Participation rate | 88.9% | 63.6%+25.3pp | 69.1%+19.8pp | 70.6%+18.3pp |
| Annual return | 10.08% | 17.07%-7.0pp | 359.55%-349.5pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,096 | $1,788-38.7% | $2,685-59.2% | $2,726-59.8% |
| Participant deferral / active EE | $4,352 | $3,447+26.2% | $4,255+2.3% | $4,647-6.4% |
| Admin fee / account holder | $162 | $414-60.9% | $6,467-97.5% | $430-62.4% |