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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,341 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $24,000 |
Service code 26 · EIN 95-4749812 | Advisory (Participants) | $8,484 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $2,985 |
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 | $288,335 | $111,608+158.3% | $177,821+62.1% | $73,409+292.8% |
| Participation rate | 98.2% | 87.9%+10.3pp | 87.7%+10.5pp | 72.2%+26.0pp |
| Annual return | 16.94% | 18.23%-1.3pp | 48.32%-31.4pp | 59.29%-42.4pp |
| Employer contribution / active EE | $8,551 | $3,796+125.3% | $5,918+44.5% | $2,234+282.8% |
| Participant deferral / active EE | $15,753 | $6,199+154.1% | $7,714+104.2% | $3,805+314.0% |
| Admin fee / account holder | $55 | $166-67.0% | $12,427-99.6% | $158-65.4% |