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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,374 |
MILLER RUSSELL ASSOCIATES2+ years Filed as: MILLER RUSSELL AND ASSOCIATES Service code 28 · EIN 27-1529830 | Investment Management | $32,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,767 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $56,310 | $80,354-29.9% | $133,980-58.0% | $63,975-12.0% |
| Participation rate | 92.2% | 87.5%+4.7pp | 87.1%+5.1pp | 71.1%+21.1pp |
| Annual return | 19.17% | 13.11%+6.1pp | 29.30%-10.1pp | 48.65%-29.5pp |
| Employer contribution / active EE | $1,991 | $3,503-43.2% | $5,211-61.8% | $2,182-8.8% |
| Participant deferral / active EE | $6,264 | $5,239+19.6% | $6,282-0.3% | $3,356+86.6% |
| Admin fee / account holder | $45 | $69-35.2% | $9,324-99.5% | $70-36.2% |