Filed January 12, 2026 (most recent of 3 filings on file)
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,711 | $101,317+44.8% | $146,958-0.2% | $74,495+96.9% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 9.93% | 8730.91%-8721.0pp | 418.34%-408.4pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $3,871 | $3,810+1.6% | $4,933-21.5% | $2,623+47.6% |
| Participant deferral / active EE | $12,130 | $7,303+66.1% | $8,070+50.3% | $4,346+179.1% |
| Admin fee / account holder | $465 | $1,739-73.3% | $12,998-96.4% | $1,942-76.1% |