Filed April 2, 2026
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 | $1,618 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,068 | $93,182-24.8% | $146,665-52.2% | $79,386-11.7% |
| Participation rate | 52.2% | 76.4%-24.2pp | 80.1%-27.8pp | 70.7%-18.5pp |
| Annual return | 13.72% | 21.61%-7.9pp | 22.74%-9.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,862 | $2,420-23.0% | $4,136-55.0% | $2,427-23.3% |
| Participant deferral / active EE | $3,961 | $4,169-5.0% | $5,506-28.1% | $4,046-2.1% |
| Admin fee / account holder | $17 | $585-97.0% | $10,280-99.8% | $626-97.2% |