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 | $9,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,038 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $168,050 | $65,223+157.7% | $80,019+110.0% | $55,725+201.6% |
| Participation rate | 98.3% | 80.6%+17.7pp | 75.8%+22.5pp | 70.9%+27.4pp |
| Annual return | -4.91% | 7.59%-12.5pp | 11.22%-16.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $5,009 | $2,544+96.9% | $2,468+103.0% | $2,078+141.0% |
| Participant deferral / active EE | $8,093 | $3,881+108.5% | $3,686+119.6% | $3,356+141.2% |
| Admin fee / account holder | $37 | $114-67.8% | $6,521-99.4% | $115-68.1% |