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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,042 |
COHNREZNICK LLP8+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $18,375 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS, INC Service code 15 · EIN 06-1504963 | Recordkeeping | $11,245 |
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $10,906 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,914 | $64,119+71.4% | $112,228-2.1% | $66,914+64.3% |
| Participation rate | 65.8% | 68.5%-2.6pp | 75.1%-9.2pp | 69.8%-4.0pp |
| Annual return | -16.53% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $11,433 | $3,005+280.4% | $3,635+214.6% | $2,544+349.4% |
| Participant deferral / active EE | $13,242 | $3,693+258.6% | $4,728+180.1% | $4,237+212.5% |
| Admin fee / account holder | $297 | $625-52.5% | $6,410-95.4% | $593-49.9% |