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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,699 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $23,063 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,263 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $201,838 | $81,537+147.5% | $149,718+34.8% | $69,631+189.9% |
| Participation rate | 93.2% | 86.1%+7.1pp | 87.1%+6.2pp | 70.7%+22.5pp |
| Annual return | 16.20% | 22.79%-6.6pp | 1501.63%-1485.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $7,135 | $3,239+120.3% | $5,445+31.0% | $2,032+251.1% |
| Participant deferral / active EE | $12,525 | $4,994+150.8% | $6,569+90.7% | $3,224+288.5% |
| Admin fee / account holder | $53 | $107-50.6% | $11,283-99.5% | $110-52.2% |