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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,550 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $667,316 | $110,094+506.1% | $151,611+340.2% | $68,494+874.3% |
| Participation rate | 98.3% | 84.0%+14.4pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | 8.49% | -10.12%+18.6pp | 3.33%+5.2pp | -7.84%+16.3pp |
| Employer contribution / active EE | $29,308 | $4,471+555.6% | $6,166+375.3% | $2,596+1028.8% |
| Participant deferral / active EE | $18,414 | $6,527+182.1% | $8,363+120.2% | $4,027+357.2% |
| Admin fee / account holder | $175 | $7,719-97.7% | $11,616-98.5% | $5,403-96.8% |