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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,350 |
ADP BROKER-DEALER4+ 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 | $22,659 | $66,302-65.8% | $110,238-79.4% | $56,287-59.7% |
| Participation rate | 98.2% | 74.9%+23.3pp | 79.8%+18.4pp | 69.9%+28.3pp |
| Annual return | -6.24% | -1.18%-5.1pp | 314.74%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,036 | $2,047-0.5% | $3,826-46.8% | $2,111-3.6% |
| Participant deferral / active EE | $2,627 | $3,381-22.3% | $4,672-43.8% | $3,350-21.6% |
| Admin fee / account holder | $24 | $698-96.6% | $8,547-99.7% | $521-95.5% |