Filed September 8, 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 4-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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $252,253 |
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 | $108,321 | $136,266-20.5% | $90,749+19.4% | $77,904+39.0% |
| Participation rate | 89.4% | 86.6%+2.7pp | 75.7%+13.7pp | 73.7%+15.7pp |
| Annual return | -13.52% | -11.32%-2.2pp | -12.16%-1.4pp | 12.21%-25.7pp |
| Employer contribution / active EE | $6,358 | $4,215+50.8% | $2,921+117.7% | $2,848+123.3% |
| Participant deferral / active EE | $6,137 | $6,353-3.4% | $4,564+34.5% | $4,806+27.7% |
| Admin fee / account holder | $75 | $399-81.2% | $8,445-99.1% | $133-43.4% |