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 LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $56,250 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,007 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $168,688 | $74,024+127.9% | $77,999+116.3% | $57,658+192.6% |
| Participation rate | 99.7% | 79.7%+20.0pp | 75.5%+24.2pp | 70.2%+29.5pp |
| Annual return | 7.71% | 12.14%-4.4pp | 425.96%-418.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $4,639 | $2,365+96.1% | $2,470+87.8% | $1,974+135.0% |
| Participant deferral / active EE | $7,959 | $3,533+125.3% | $3,497+127.6% | $3,061+160.0% |
| Admin fee / account holder | $144 | $93+54.3% | $5,480-97.4% | $95+52.1% |