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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,042 | $80,724+53.7% | $103,333+20.0% | $74,495+66.5% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 14.10% | 27.56%-13.5pp | 24.88%-10.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $5,706 | $3,157+80.7% | $3,868+47.5% | $2,623+117.5% |
| Participant deferral / active EE | $6,056 | $3,860+56.9% | $5,057+19.7% | $4,346+39.3% |
| Admin fee / account holder | $73 | $2,368-96.9% | $8,355-99.1% | $1,942-96.2% |