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 | $5,625 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $415 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,891 | $122,239-19.1% | $184,203-46.3% | $74,495+32.7% |
| Participation rate | 96.5% | 85.5%+11.0pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 10.75% | 19.95%-9.2pp | 28.81%-18.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,846 | $4,537-59.3% | $6,427-71.3% | $2,623-29.6% |
| Participant deferral / active EE | $6,714 | $7,139-6.0% | $9,131-26.5% | $4,346+54.5% |
| Admin fee / account holder | $38 | $1,260-97.0% | $13,901-99.7% | $1,942-98.0% |