Filed July 16, 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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,401 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,473 | $64,119+22.4% | $112,228-30.1% | $66,914+17.3% |
| Participation rate | 99.2% | 68.5%+30.7pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | -15.74% | -13.81%-1.9pp | 27.45%-43.2pp | 1.58%-17.3pp |
| Employer contribution / active EE | $5,188 | $3,005+72.6% | $3,635+42.8% | $2,544+103.9% |
| Participant deferral / active EE | $5,303 | $3,693+43.6% | $4,728+12.2% | $4,237+25.2% |
| Admin fee / account holder | $38 | $625-93.9% | $6,410-99.4% | $593-93.5% |