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 BANK11+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $56,656 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,092 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,756 | $87,870-13.8% | $113,168-33.1% | $74,304+2.0% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 15.93% | 26.44%-10.5pp | 24.27%-8.3pp | 29.43%-13.5pp |
| Employer contribution / active EE | $5,528 | $2,277+142.8% | $2,975+85.8% | $2,241+146.6% |
| Participant deferral / active EE | $3,776 | $4,241-11.0% | $5,107-26.1% | $3,767+0.2% |
| Admin fee / account holder | $247 | $3,368-92.7% | $12,068-98.0% | $2,969-91.7% |