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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,874 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,026 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,561 | $81,474-50.2% | $133,956-69.7% | $73,488-44.8% |
| Participation rate | 96.2% | 76.4%+19.8pp | 79.8%+16.3pp | 70.7%+25.5pp |
| Annual return | 14.26% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,525 | $2,209+59.5% | $3,919-10.0% | $2,270+55.3% |
| Participant deferral / active EE | $3,060 | $3,786-19.2% | $5,048-39.4% | $3,740-18.2% |
| Admin fee / account holder | $24 | $713-96.6% | $8,927-99.7% | $513-95.2% |