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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,771 |
ADP BROKER-DEALER8+ 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 | $68,184 | $82,978-17.8% | $129,995-47.5% | $71,457-4.6% |
| Participation rate | 54.1% | 74.1%-19.9pp | 78.5%-24.4pp | 67.9%-13.8pp |
| Annual return | 15.58% | 20.60%-5.0pp | -137.18%+152.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,122 | $2,622-19.1% | $4,320-50.9% | $2,588-18.0% |
| Participant deferral / active EE | $4,566 | $4,432+3.0% | $5,820-21.6% | $4,289+6.5% |
| Admin fee / account holder | $17 | $1,729-99.0% | $10,614-99.8% | $1,587-98.9% |