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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $266,216 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $14,975 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $12 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,659 | $101,523-1.8% | $141,162-29.4% | $77,787+28.1% |
| Participation rate | 94.1% | 77.4%+16.7pp | 82.5%+11.6pp | 73.2%+20.9pp |
| Annual return | 19.46% | 56.22%-36.8pp | 71.39%-51.9pp | 32.57%-13.1pp |
| Employer contribution / active EE | $2,395 | $3,341-28.3% | $4,735-49.4% | $2,504-4.4% |
| Participant deferral / active EE | $8,467 | $6,434+31.6% | $6,709+26.2% | $3,967+113.4% |
| Admin fee / account holder | $72 | $92-21.1% | $10,261-99.3% | $100-27.8% |