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 BANK2+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $42,600 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,572 | $39,819-60.9% | $67,834-77.0% | $57,658-73.0% |
| Participation rate | 88.1% | 61.2%+26.9pp | 68.8%+19.3pp | 70.2%+17.9pp |
| Annual return | 7.61% | 9.19%-1.6pp | 138.47%-130.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $625 | $1,277-51.0% | $2,403-74.0% | $1,974-68.3% |
| Participant deferral / active EE | $2,019 | $2,209-8.6% | $3,160-36.1% | $3,061-34.0% |
| Admin fee / account holder | $101 | $84+20.4% | $4,622-97.8% | $95+6.5% |