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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $236,846 |
STEEL PEAK WEALTH MGMT LLC3 years Service code 26 · EIN 46-1173026 | Advisory (Participants) | $34,846 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $33,057 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $23,750 |
CHARLES SCHWAB & CO., INC.5+ 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 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 | $145,481 | $105,247+38.2% | $87,100+67.0% | $77,787+87.0% |
| Participation rate | 93.4% | 85.8%+7.6pp | 76.9%+16.6pp | 73.2%+20.2pp |
| Annual return | 27.71% | 24.52%+3.2pp | 28.19%-0.5pp | 32.57%-4.9pp |
| Employer contribution / active EE | $3,548 | $2,895+22.6% | $2,521+40.7% | $2,504+41.7% |
| Participant deferral / active EE | $15,066 | $5,060+197.8% | $4,049+272.1% | $3,967+279.8% |
| Admin fee / account holder | $60 | $104-42.4% | $7,497-99.2% | $100-39.9% |