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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $257,072 |
Filed as: STEELPEAK WEALTH Service code 26 · EIN 46-1173026 | Advisory (Participants) | $69,417 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $17,188 |
ABOUND WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 81-4120898 | Advisory (Participants) | $13,097 |
IRONWOOD CAPITAL MANAGEMENT2 years Filed as: IRONWOOD WEALTH MANAGEMENT LLC Service code 26 · EIN 20-4608596 | Advisory (Participants) | $12,615 |
APRIEM ADVISORS1 year Service code 26 · EIN 33-0788030 | Advisory (Participants) | $5,281 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,055 |
CHARLES SCHWAB & CO., INC.7+ 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 | $204,574 | $144,996+41.1% | $111,297+83.8% | $93,030+119.9% |
| Participation rate | 97.1% | 86.2%+11.0pp | 77.3%+19.8pp | 73.9%+23.2pp |
| Annual return | 18.60% | 18.26%+0.3pp | 54.65%-36.0pp | 158.70%-140.1pp |
| Employer contribution / active EE | $4,628 | $3,056+51.5% | $2,731+69.5% | $2,706+71.1% |
| Participant deferral / active EE | $19,156 | $5,587+242.8% | $4,487+326.9% | $4,562+319.9% |
| Admin fee / account holder | $74 | $103-28.4% | $7,964-99.1% | $152-51.2% |