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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,194 | $76,670+18.9% | $96,683-5.7% | $71,457+27.6% |
| Participation rate | 99.1% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.2pp |
| Annual return | 18.29% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $5,407 | $3,031+78.4% | $3,737+44.7% | $2,588+109.0% |
| Participant deferral / active EE | $5,530 | $3,771+46.6% | $4,878+13.4% | $4,289+28.9% |
| Admin fee / account holder | $38 | $2,028-98.1% | $6,730-99.4% | $1,587-97.6% |