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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $268,683 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $17,034 |
WARNER NORCROSS & JUDD LLP2 years Filed as: WARNER NORCROSS JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $16,350 |
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 | $119,048 | $107,459+10.8% | $135,903-12.4% | $80,160+48.5% |
| Participation rate | 92.0% | 78.0%+13.9pp | 81.9%+10.1pp | 72.9%+19.1pp |
| Annual return | 13.47% | 91.91%-78.4pp | 68.23%-54.8pp | 40.38%-26.9pp |
| Employer contribution / active EE | $3,242 | $3,877-16.4% | $4,856-33.2% | $2,978+8.9% |
| Participant deferral / active EE | $10,891 | $8,195+32.9% | $7,758+40.4% | $5,017+117.1% |
| Admin fee / account holder | $64 | $127-49.9% | $10,762-99.4% | $145-56.1% |