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 |
|---|---|---|
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $23,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,645 |
CLIFFORD SWAN INVESTMENT COUNS1 year Service code 26 · EIN 95-4749812 | Advisory (Participants) | $8,230 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $5,182 |
CHARLES SCHWAB & CO., INC.4+ 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 | $237,631 | $88,515+168.5% | $162,163+46.5% | $67,579+251.6% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.1pp | 71.3%+27.4pp |
| Annual return | 22.03% | 27.04%-5.0pp | 115.59%-93.6pp | 378.56%-356.5pp |
| Employer contribution / active EE | $7,388 | $3,563+107.3% | $5,614+31.6% | $2,148+244.0% |
| Participant deferral / active EE | $14,535 | $5,724+153.9% | $7,298+99.2% | $3,539+310.7% |
| Admin fee / account holder | $44 | $124-64.1% | $10,843-99.6% | $142-68.8% |