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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $275,098 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $17,094 |
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 | $131,666 | $122,186+7.8% | $146,958-10.4% | $199,593-34.0% |
| Participation rate | 92.8% | 78.3%+14.5pp | 82.2%+10.6pp | 72.0%+20.8pp |
| Annual return | 15.22% | 30.56%-15.3pp | 418.34%-403.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $3,435 | $4,093-16.1% | $4,933-30.4% | $3,034+13.2% |
| Participant deferral / active EE | $11,474 | $8,502+35.0% | $8,070+42.2% | $5,087+125.6% |
| Admin fee / account holder | $59 | $179-67.2% | $12,998-99.5% | $269-78.2% |