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 BANK9 years Service code 21 · EIN 42-0943319 | Bank Trustee | $54,580 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,108 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,728 | $54,517-43.6% | $75,972-59.6% | $74,495-58.8% |
| Participation rate | 82.2% | 60.3%+21.9pp | 69.1%+13.2pp | 67.2%+15.0pp |
| Annual return | 11.87% | 31.82%-19.9pp | 359.55%-347.7pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,446 | $1,777-18.6% | $2,685-46.1% | $2,623-44.9% |
| Participant deferral / active EE | $3,995 | $3,066+30.3% | $4,255-6.1% | $4,346-8.1% |
| Admin fee / account holder | $268 | $2,229-88.0% | $6,467-95.9% | $1,942-86.2% |