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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,733 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $17,057 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,617 | $155,795+8.9% | $136,294+24.4% | $69,631+143.6% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 11.21% | 232464.33%-232453.1pp | 5155.94%-5144.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $13,646 | $2,991+356.2% | $4,695+190.6% | $2,032+571.5% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $94 | $128-26.4% | $9,243-99.0% | $110-14.5% |