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 |
|---|---|---|
Filed as: CBIZ MHM LLC Service code 10 · EIN 34-1874260 | Accounting | $13,926 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $199,946 | $75,284+165.6% | $91,001+119.7% | $69,631+187.1% |
| Participation rate | 99.5% | 80.4%+19.1pp | 75.6%+23.9pp | 70.7%+28.8pp |
| Annual return | 16.17% | 48.40%-32.2pp | 4.60%+11.6pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $4,570 | $2,473+84.8% | $2,456+86.1% | $2,032+124.9% |
| Participant deferral / active EE | $8,109 | $3,700+119.2% | $3,547+128.6% | $3,224+151.6% |
| Admin fee / account holder | $42 | $111-61.6% | $5,417-99.2% | $110-61.6% |