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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,792 |
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 | $505,562 | $123,793+308.4% | $177,821+184.3% | $79,858+533.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.97% | 22.82%-12.8pp | 48.32%-38.4pp | 31.71%-21.7pp |
| Employer contribution / active EE | $25,730 | $4,095+528.3% | $5,918+334.7% | $2,471+941.3% |
| Participant deferral / active EE | $17,967 | $5,956+201.7% | $7,714+132.9% | $3,740+380.4% |
| Admin fee / account holder | $198 | $7,243-97.3% | $12,427-98.4% | $5,306-96.3% |