Filed February 23, 2026 (most recent of 3 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $274,056 |
CAPFINANCIAL PARTNERS LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $38,245 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,326 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $121,599 | $160,882-24.4% | $200,582-39.4% | $102,872+18.2% |
| Participation rate | 96.4% | 91.2%+5.2pp | 86.9%+9.5pp | 73.0%+23.4pp |
| Annual return | 18.30% | 18.15%+0.1pp | 42.33%-24.0pp | 19.06%-0.8pp |
| Employer contribution / active EE | $6,172 | $5,602+10.2% | $6,419-3.9% | $3,526+75.0% |
| Participant deferral / active EE | $10,435 | $9,300+12.2% | $9,331+11.8% | $5,535+88.5% |
| Admin fee / account holder | $72 | $125-42.2% | $16,305-99.6% | $292-75.3% |