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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,627 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $14,869 |
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 | $154,243 | $100,801+53.0% | $149,696+3.0% | $73,409+110.1% |
| Participation rate | 89.0% | 77.7%+11.3pp | 82.5%+6.5pp | 72.2%+16.8pp |
| Annual return | 6.12% | 265.34%-259.2pp | 276.60%-270.5pp | 59.29%-53.2pp |
| Employer contribution / active EE | $13,031 | $3,312+293.5% | $4,644+180.6% | $2,234+483.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $70 | $181-61.4% | $9,309-99.3% | $158-55.9% |