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 BANK1+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $71,024 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 10 · EIN 42-1558009 | Accounting | $0 |
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 | $50,872 | $50,498+0.7% | $75,781-32.9% | $55,191-7.8% |
| Participation rate | 98.8% | 69.4%+29.3pp | 75.8%+22.9pp | 69.2%+29.6pp |
| Annual return | 0.67% | 1.80%-1.1pp | 9.68%-9.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,791 | $2,291-21.8% | $3,323-46.1% | $1,899-5.6% |
| Participant deferral / active EE | $4,598 | $2,589+77.6% | $3,651+25.9% | $3,046+50.9% |
| Admin fee / account holder | $97 | $123-21.6% | $5,299-98.2% | $91+6.3% |