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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,941 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,359 | $109,359+306.3% | $162,163+174.0% | $72,985+508.8% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 16.34% | 25.46%-9.1pp | 115.59%-99.2pp | 81.00%-64.7pp |
| Employer contribution / active EE | $22,036 | $3,907+464.0% | $5,614+292.5% | $2,440+803.2% |
| Participant deferral / active EE | $13,986 | $5,481+155.2% | $7,298+91.6% | $3,607+287.7% |
| Admin fee / account holder | $198 | $7,972-97.5% | $10,843-98.2% | $5,124-96.1% |