Filed August 7, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $75,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ RETIREMENT SERVICES, INC Service code 10 · EIN 34-1883473 | Accounting | $9,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,787 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $161,021 | $62,324+158.4% | $68,509+135.0% | $55,191+191.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | 0.06% | 4.26%-4.2pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $4,419 | $2,223+98.8% | $2,278+94.0% | $1,899+132.7% |
| Participant deferral / active EE | $7,417 | $3,425+116.5% | $3,382+119.3% | $3,046+143.5% |
| Admin fee / account holder | $230 | $91+151.2% | $5,275-95.6% | $91+152.8% |