Filed July 23, 2025
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 9-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 | $54,927 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $28,350 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,821 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $334,039 | $129,021+158.9% | $184,203+81.3% | $77,643+330.2% |
| Participation rate | 96.7% | 87.3%+9.4pp | 86.8%+9.9pp | 70.6%+26.1pp |
| Annual return | 15.79% | 33.27%-17.5pp | 28.81%-13.0pp | 31.24%-15.4pp |
| Employer contribution / active EE | $11,325 | $4,413+156.6% | $6,427+76.2% | $2,726+315.5% |
| Participant deferral / active EE | $22,507 | $7,297+208.4% | $9,131+146.5% | $4,647+384.3% |
| Admin fee / account holder | $80 | $254-68.4% | $13,901-99.4% | $430-81.3% |