Filed April 29, 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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $249,605 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $58,779 |
WARNER NORCROSS & JUDD LLP4 years Filed as: WARNER NORCROSS JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $20,181 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $18,360 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,795 | $145,877+2.7% | $150,045-0.2% | $102,872+45.6% |
| Participation rate | 94.1% | 79.8%+14.3pp | 82.3%+11.8pp | 73.0%+21.1pp |
| Annual return | 12.73% | 21.37%-8.6pp | 62.55%-49.8pp | 19.06%-6.3pp |
| Employer contribution / active EE | $3,571 | $4,710-24.2% | $4,693-23.9% | $3,526+1.3% |
| Participant deferral / active EE | $11,832 | $9,491+24.7% | $7,997+48.0% | $5,535+113.8% |
| Admin fee / account holder | $70 | $176-60.5% | $13,435-99.5% | $292-76.2% |