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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,085 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $881,317 | $138,347+537.0% | $184,203+378.4% | $80,856+990.0% |
| Participation rate | 95.3% | 83.9%+11.4pp | 86.8%+8.5pp | 67.6%+27.7pp |
| Annual return | 16.78% | 20.02%-3.2pp | 28.81%-12.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $34,309 | $4,850+607.3% | $6,427+433.8% | $2,755+1145.4% |
| Participant deferral / active EE | $21,062 | $7,071+197.9% | $9,131+130.7% | $4,296+390.3% |
| Admin fee / account holder | $149 | $10,483-98.6% | $13,901-98.9% | $6,918-97.8% |