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 BANK2 years Service code 21 · EIN 42-0943319 | Bank Trustee | $4,031 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $360 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,427 | $43,133+49.4% | $89,391-27.9% | $73,488-12.3% |
| Participation rate | 79.6% | 55.0%+24.7pp | 68.0%+11.7pp | 70.7%+9.0pp |
| Annual return | 17.92% | 135.66%-117.7pp | 245.62%-227.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,975 | $1,438+106.9% | $2,586+15.0% | $2,270+31.0% |
| Participant deferral / active EE | $4,893 | $2,445+100.2% | $3,890+25.8% | $3,740+30.8% |
| Admin fee / account holder | $28 | $444-93.7% | $4,881-99.4% | $513-94.5% |