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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $46,059 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $35,229 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 17 · EIN 06-1504963 | Pension Consulting | $17,140 |
COHNREZNICK LLP4+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $16,565 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,699 | $55,449+47.3% | $83,848-2.6% | $56,287+45.1% |
| Participation rate | 93.5% | 68.0%+25.5pp | 76.1%+17.4pp | 69.9%+23.7pp |
| Annual return | -4.28% | -1.38%-2.9pp | 850.88%-855.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $14,601 | $2,430+500.8% | $3,631+302.1% | $2,111+591.7% |
| Participant deferral / active EE | $17,343 | $2,935+490.8% | $4,082+324.9% | $3,350+417.8% |
| Admin fee / account holder | $455 | $656-30.6% | $5,478-91.7% | $521-12.6% |