Filed May 7, 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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,659 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,828 | $86,225+12.3% | $146,665-34.0% | $86,799+11.6% |
| Participation rate | 99.0% | 78.0%+21.0pp | 80.1%+18.9pp | 72.3%+26.7pp |
| Annual return | 12.52% | 31.23%-18.7pp | 22.74%-10.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $2,831 | $2,392+18.3% | $4,136-31.6% | $2,405+17.7% |
| Participant deferral / active EE | $5,261 | $4,245+23.9% | $5,506-4.4% | $4,131+27.4% |
| Admin fee / account holder | $98 | $195-49.9% | $10,280-99.0% | $170-42.3% |