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 | $85,515-11.4% | $112,040-32.4% | $67,986+11.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 15.93% | 29.68%-13.7pp | 24.52%-8.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $5,528 | $2,191+152.3% | $2,954+87.1% | $2,019+173.8% |
| Participant deferral / active EE | $3,776 | $4,014-5.9% | $5,098-25.9% | $3,358+12.5% |
| Admin fee / account holder | $247 | $3,774-93.5% | $12,098-98.0% | $3,203-92.3% |