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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,154 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $723,097 | $125,758+475.0% | $169,993+325.4% | $75,163+862.0% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 7.28% | 27.20%-19.9pp | 53.37%-46.1pp | 160.62%-153.3pp |
| Employer contribution / active EE | $30,959 | $4,615+570.9% | $6,785+356.3% | $2,670+1059.6% |
| Participant deferral / active EE | $20,878 | $6,837+205.4% | $10,408+100.6% | $4,125+406.1% |
| Admin fee / account holder | $164 | $8,173-98.0% | $12,815-98.7% | $5,651-97.1% |