Filed September 4, 2025 (most recent of 2 filings on file)
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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,525 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,763 | $69,977-67.5% | $108,579-79.0% | $62,891-63.8% |
| Participation rate | 83.7% | 72.9%+10.8pp | 79.6%+4.1pp | 69.3%+14.4pp |
| Annual return | 6.61% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,011 | $2,135-5.8% | $3,758-46.5% | $2,281-11.8% |
| Participant deferral / active EE | $2,145 | $3,165-32.2% | $4,311-50.2% | $3,203-33.0% |
| Admin fee / account holder | $18 | $5,076-99.6% | $7,645-99.8% | $4,296-99.6% |