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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $255,586 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $15,357 |
Filed as: WARNER NORCROSS JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $11,199 |
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 | $109,315 | $95,388+14.6% | $125,339-12.8% | $77,904+40.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 82.4%+10.6pp | 73.7%+19.3pp |
| Annual return | -15.62% | 116.19%-131.8pp | 572.05%-587.7pp | 12.21%-27.8pp |
| Employer contribution / active EE | $3,065 | $3,666-16.4% | $4,814-36.3% | $2,848+7.6% |
| Participant deferral / active EE | $10,459 | $7,711+35.6% | $7,446+40.5% | $4,806+117.6% |
| Admin fee / account holder | $62 | $119-47.6% | $10,010-99.4% | $133-53.0% |