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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,675 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,934 | $100,923+70.4% | $150,045+14.6% | $74,304+131.4% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.2pp |
| Annual return | 15.79% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $4,919 | $3,463+42.0% | $4,693+4.8% | $2,241+119.5% |
| Participant deferral / active EE | $9,454 | $6,709+40.9% | $7,997+18.2% | $3,767+150.9% |
| Admin fee / account holder | $494 | $2,767-82.1% | $13,435-96.3% | $2,969-83.4% |