Filed February 16, 2026
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,077 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,098 | $49,138+205.5% | $84,015+78.7% | $65,185+130.3% |
| Participation rate | 61.7% | 60.7%+1.0pp | 69.0%-7.3pp | 70.2%-8.5pp |
| Annual return | 25.48% | 23.00%+2.5pp | 71.31%-45.8pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,144 | $914+25.2% | $1,983-42.3% | $2,177-47.4% |
| Participant deferral / active EE | $3,416 | $2,397+42.5% | $3,239+5.5% | $3,514-2.8% |
| Admin fee / account holder | $92 | $543-83.0% | $6,101-98.5% | $847-89.1% |