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 BANK4 years Service code 21 · EIN 42-0943319 | Bank Trustee | $4,082 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,642 |
CHARLES SCHWAB & CO., INC.4 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 | $46,145 | $34,677+33.1% | $77,024-40.1% | $64,808-28.8% |
| Participation rate | 79.6% | 49.8%+29.7pp | 67.9%+11.6pp | 71.5%+8.1pp |
| Annual return | -17.08% | -5.33%-11.8pp | 42.32%-59.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,365 | $1,370+145.6% | $2,812+19.6% | $2,506+34.3% |
| Participant deferral / active EE | $5,477 | $2,556+114.3% | $4,426+23.7% | $4,310+27.1% |
| Admin fee / account holder | $21 | $179-88.5% | $5,425-99.6% | $188-89.0% |