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 BANK6 years Service code 21 · EIN 42-0943319 | Bank Trustee | $18,886 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,368 |
CHARLES SCHWAB & CO., INC.6 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 | $71,612 | $45,031+59.0% | $84,966-15.7% | $77,643-7.8% |
| Participation rate | 83.7% | 48.7%+35.0pp | 67.5%+16.2pp | 70.6%+13.1pp |
| Annual return | 13.07% | 79.22%-66.1pp | 66.38%-53.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,935 | $1,609+144.5% | $2,727+44.3% | $2,726+44.4% |
| Participant deferral / active EE | $6,875 | $2,807+144.9% | $4,519+52.1% | $4,647+47.9% |
| Admin fee / account holder | $75 | $912-91.8% | $6,149-98.8% | $430-82.6% |