Filed May 7, 2026
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,683 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,963 | $108,549+8.7% | $156,263-24.5% | $85,563+37.9% |
| Participation rate | 98.0% | 77.1%+20.9pp | 78.9%+19.1pp | 66.0%+32.0pp |
| Annual return | 16.90% | 21.79%-4.9pp | 59.47%-42.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $5,893 | $2,690+119.1% | $4,333+36.0% | $2,654+122.1% |
| Participant deferral / active EE | $6,537 | $4,800+36.2% | $6,158+6.1% | $4,375+49.4% |
| Admin fee / account holder | $72 | $650-88.8% | $14,255-99.5% | $834-91.3% |