Filed October 22, 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $270,711 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $80,356 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY CPAS, Service code 10 · EIN 47-5324570 | Accounting | $36,225 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,534 | $122,186-76.6% | $146,958-80.6% | $199,593-85.7% |
| Participation rate | 83.0% | 78.3%+4.7pp | 82.2%+0.8pp | 72.0%+11.0pp |
| Annual return | 16.97% | 30.56%-13.6pp | 418.34%-401.4pp | 34.25%-17.3pp |
| Employer contribution / active EE | $33 | $4,093-99.2% | $4,933-99.3% | $3,034-98.9% |
| Participant deferral / active EE | $3,371 | $8,502-60.4% | $8,070-58.2% | $5,087-33.7% |
| Admin fee / account holder | $107 | $179-40.2% | $12,998-99.2% | $269-60.2% |