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 6-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 15 · EIN 42-0943139 | Recordkeeping | $26,603 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $662 |
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 | $30,512 | $50,458-39.5% | $159,960-80.9% | $64,808-52.9% |
| Participation rate | 96.3% | 68.0%+28.2pp | 78.0%+18.3pp | 71.5%+24.8pp |
| Annual return | -9.55% | -13.42%+3.9pp | 408.60%-418.2pp | 32.82%-42.4pp |
| Employer contribution / active EE | $1,708 | $1,722-0.8% | $4,226-59.6% | $2,506-31.8% |
| Participant deferral / active EE | $4,545 | $4,004+13.5% | $6,182-26.5% | $4,310+5.4% |
| Admin fee / account holder | $74 | $706-89.5% | $8,698-99.1% | $188-60.4% |