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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,763 |
ADP BROKER-DEALER5 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 | $90,632 | $91,372-0.8% | $129,995-30.3% | $74,419+21.8% |
| Participation rate | 98.7% | 77.8%+20.9pp | 78.5%+20.2pp | 70.7%+28.0pp |
| Annual return | 16.13% | 23.21%-7.1pp | -137.18%+153.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,316 | $2,563+29.4% | $4,320-23.2% | $2,637+25.7% |
| Participant deferral / active EE | $6,154 | $4,721+30.4% | $5,820+5.7% | $4,528+35.9% |
| Admin fee / account holder | $69 | $283-75.5% | $10,614-99.3% | $348-80.1% |