Filed July 8, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,636 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $361,499 | $94,529+282.4% | $140,016+158.2% | $64,186+463.2% |
| Participation rate | 95.8% | 84.1%+11.7pp | 87.5%+8.3pp | 69.6%+26.3pp |
| Annual return | -5.37% | 7.77%-13.1pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $21,801 | $3,812+471.8% | $5,606+288.9% | $2,381+815.7% |
| Participant deferral / active EE | $14,401 | $5,250+174.3% | $6,927+107.9% | $3,470+315.1% |
| Admin fee / account holder | $170 | $6,741-97.5% | $10,705-98.4% | $4,888-96.5% |