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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $251,332 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,865 | $104,631+26.0% | $98,439+34.0% | $80,160+64.5% |
| Participation rate | 90.4% | 87.5%+2.9pp | 75.2%+15.2pp | 72.9%+17.5pp |
| Annual return | 15.18% | 34.72%-19.5pp | 21.16%-6.0pp | 40.38%-25.2pp |
| Employer contribution / active EE | $6,931 | $4,517+53.4% | $3,048+127.4% | $2,978+132.8% |
| Participant deferral / active EE | $6,351 | $6,545-3.0% | $4,738+34.1% | $5,017+26.6% |
| Admin fee / account holder | $79 | $105-24.2% | $8,948-99.1% | $145-45.2% |