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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $274,430 |
Filed as: STEELPEAK WEALTH LLC Service code 26 · EIN 46-1173026 | Advisory (Participants) | $79,142 |
IRONWOOD CAPITAL MANAGEMENT4 years Filed as: IRONWOOD WEALTH MANAGEMENT LLC Service code 26 · EIN 20-4608596 | Advisory (Participants) | $16,455 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 26 · EIN 36-3297908 | Advisory (Participants) | $15,845 |
ABOUND WEALTH MANAGEMENT LLC4 years Service code 26 · EIN 81-4120898 | Advisory (Participants) | $10,122 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $7,220 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $6,129 |
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 | $211,695 | $104,697+102.2% | $96,544+119.3% | $80,160+164.1% |
| Participation rate | 98.2% | 86.4%+11.8pp | 76.0%+22.2pp | 72.9%+25.3pp |
| Annual return | 22.55% | 21.78%+0.8pp | 25.84%-3.3pp | 40.38%-17.8pp |
| Employer contribution / active EE | $5,105 | $3,536+44.4% | $2,965+72.2% | $2,978+71.4% |
| Participant deferral / active EE | $25,698 | $6,188+315.3% | $4,851+429.8% | $5,017+412.2% |
| Admin fee / account holder | $76 | $107-28.4% | $8,252-99.1% | $145-47.3% |