Filed November 5, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $41,782 |
COHNREZNICK LLP3+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $19,500 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 17 · EIN 06-1504963 | Pension Consulting | $11,590 |
Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $6,717 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,926 | $60,545+2.3% | $92,233-32.9% | $69,631-11.1% |
| Participation rate | 41.9% | 72.2%-30.3pp | 76.5%-34.6pp | 70.7%-28.8pp |
| Annual return | 18.46% | 19.71%-1.3pp | 176.28%-157.8pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $3,307 | $2,633+25.6% | $3,679-10.1% | $2,032+62.7% |
| Participant deferral / active EE | $4,774 | $2,828+68.8% | $3,897+22.5% | $3,224+48.1% |
| Admin fee / account holder | $267 | $145+84.6% | $5,194-94.9% | $110+142.0% |