See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK11+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $85,978 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $9,556 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,236 | $96,484+44.3% | $156,263-10.9% | $74,304+87.4% |
| Participation rate | 81.5% | 67.7%+13.8pp | 78.9%+2.5pp | 60.3%+21.1pp |
| Annual return | 15.61% | 17.73%-2.1pp | 59.47%-43.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $6,317 | $2,528+149.8% | $4,333+45.8% | $2,241+181.8% |
| Participant deferral / active EE | $6,854 | $4,286+59.9% | $6,158+11.3% | $3,767+81.9% |
| Admin fee / account holder | $401 | $3,728-89.2% | $14,255-97.2% | $2,969-86.5% |