Filed October 31, 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 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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,784 |
VERATIS INSTITUTIONAL ADVISORS, INC10+ years Filed as: VERATIS INVESTMENT GROUP INC Service code 28 · EIN 56-2274965 | Investment Management | $60,000 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $225 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,113 | $106,028+82.1% | $146,958+31.4% | $77,643+148.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 17.13% | 56.73%-39.6pp | 418.34%-401.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $8,247 | $4,063+103.0% | $4,933+67.2% | $2,726+202.6% |
| Participant deferral / active EE | $14,971 | $7,990+87.4% | $8,070+85.5% | $4,647+222.1% |
| Admin fee / account holder | $226 | $337-33.1% | $12,998-98.3% | $430-47.5% |