Filed May 26, 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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $153,170 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $38,479 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $28,073 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $79,002 | $89,436-11.7% | $164,813-52.1% | $77,643+1.8% |
| Participation rate | 98.4% | 78.6%+19.8pp | 78.6%+19.8pp | 70.6%+27.9pp |
| Annual return | 13.68% | 28.83%-15.1pp | 69.93%-56.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $4,300 | $2,569+67.4% | $4,341-1.0% | $2,726+57.7% |
| Participant deferral / active EE | $5,871 | $4,897+19.9% | $6,031-2.7% | $4,647+26.3% |
| Admin fee / account holder | $189 | $339-44.4% | $12,690-98.5% | $430-56.1% |