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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,933 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,900 | $71,142+15.1% | $119,609-31.5% | $64,808+26.4% |
| Participation rate | 98.4% | 78.6%+19.8pp | 79.3%+19.1pp | 71.5%+26.9pp |
| Annual return | -13.98% | -10.01%-4.0pp | -14.97%+1.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,078 | $2,497+23.2% | $4,232-27.3% | $2,506+22.8% |
| Participant deferral / active EE | $5,744 | $4,490+27.9% | $5,602+2.5% | $4,310+33.3% |
| Admin fee / account holder | $102 | $162-37.1% | $10,323-99.0% | $188-45.7% |