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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,993 |
ADP BROKER-DEALER6 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 | $102,274 | $89,436+14.4% | $164,813-37.9% | $77,643+31.7% |
| Participation rate | 98.0% | 78.6%+19.4pp | 78.6%+19.4pp | 70.6%+27.4pp |
| Annual return | 12.20% | 28.83%-16.6pp | 69.93%-57.7pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,440 | $2,569+33.9% | $4,341-20.8% | $2,726+26.2% |
| Participant deferral / active EE | $6,498 | $4,897+32.7% | $6,031+7.7% | $4,647+39.8% |
| Admin fee / account holder | $73 | $339-78.5% | $12,690-99.4% | $430-83.1% |