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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $305,573 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $55,000 |
STEEL PEAK WEALTH MGMT LLC4 years Service code 26 · EIN 46-1173026 | Advisory (Participants) | $47,279 |
Service code 26 · EIN 81-4120898 | Advisory (Participants) | $9,826 |
Filed as: IRONWOOD WEALTH MANAGEMENT LLC Service code 26 · EIN 20-4608596 | Advisory (Participants) | $6,294 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other i... | $5,067 |
CHARLES SCHWAB & CO., INC.6+ 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 | $186,197 | $176,491+5.5% | $95,952+94.1% | $90,288+106.2% |
| Participation rate | 97.8% | 86.6%+11.3pp | 77.1%+20.8pp | 73.4%+24.5pp |
| Annual return | 23.02% | 20.14%+2.9pp | 91.61%-68.6pp | 53.97%-30.9pp |
| Employer contribution / active EE | $4,075 | $2,789+46.1% | $2,541+60.4% | $2,524+61.4% |
| Participant deferral / active EE | $19,410 | $5,340+263.5% | $4,167+365.8% | $4,232+358.6% |
| Admin fee / account holder | $77 | $154-49.9% | $6,795-98.9% | $114-32.3% |