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 | $74,485 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $17,094 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,086 | $122,186+27.7% | $146,958+6.2% | $199,593-21.8% |
| Participation rate | 96.2% | 78.3%+17.9pp | 82.2%+14.0pp | 72.0%+24.2pp |
| Annual return | 11.72% | 30.56%-18.8pp | 418.34%-406.6pp | 34.25%-22.5pp |
| Employer contribution / active EE | $19,379 | $4,093+373.5% | $4,933+292.8% | $3,034+538.7% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $63 | $179-64.7% | $12,998-99.5% | $269-76.5% |