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 601 PIERCE STREET · SIOUX CITY, IA 51101 | Bank Trustee | $38,583 |
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 | $26,456 | $60,165-56.0% | $74,183-64.3% | $55,167-52.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.21% | 10.00%-1.8pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $911 | $1,600-43.1% | $2,370-61.6% | $1,963-53.6% |
| Participant deferral / active EE | $2,204 | $2,973-25.8% | $3,550-37.9% | $3,054-27.8% |
| Admin fee / account holder | $147 | $419-64.9% | $5,586-97.4% | $504-70.8% |