Filed February 11, 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 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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $228,478 |
STEEL PEAK WEALTH MGMT LLC2 years Filed as: STEELPEAK WEALTH LLC Service code 26 · EIN 46-1173026 | Advisory (Participants) | $69,482 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $22,271 |
IRONWOOD CAPITAL MANAGEMENT5 years Filed as: IRONWOOD WEALTH MANAGEMENT LLC Service code 26 · EIN 20-4608596 | Advisory (Participants) | $17,611 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $15,594 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-4410122 | Advisory (Participants) | $11,106 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $9,019 |
ABOUND WEALTH MANAGEMENT LLC5 years Service code 26 · EIN 81-4120898 | Advisory (Participants) | $8,940 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,758 | $110,299+128.3% | $102,423+145.8% | $199,593+26.1% |
| Participation rate | 98.3% | 86.3%+12.0pp | 76.5%+21.8pp | 72.0%+26.3pp |
| Annual return | 18.20% | 35.73%-17.5pp | 29.32%-11.1pp | 34.25%-16.1pp |
| Employer contribution / active EE | $4,951 | $3,603+37.4% | $3,023+63.7% | $3,034+63.2% |
| Participant deferral / active EE | $26,681 | $6,376+318.5% | $5,053+428.0% | $5,087+424.5% |
| Admin fee / account holder | $68 | $122-44.1% | $9,451-99.3% | $269-74.6% |