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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,905 | $86,944+70.1% | $107,525+37.6% | $74,304+99.1% |
| Participation rate | 99.2% | 59.6%+39.7pp | 75.1%+24.2pp | 60.3%+38.9pp |
| Annual return | 15.42% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $5,653 | $2,757+105.1% | $3,754+50.6% | $2,241+152.2% |
| Participant deferral / active EE | $6,233 | $3,554+75.4% | $5,116+21.8% | $3,767+65.5% |
| Admin fee / account holder | $96 | $3,727-97.4% | $8,919-98.9% | $2,969-96.8% |