Filed December 29, 2025
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 |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $20,397 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,927 |
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 | $53,017 | $102,553-48.3% | $151,611-65.0% | $66,914-20.8% |
| Participation rate | 81.0% | 85.5%-4.5pp | 87.5%-6.5pp | 69.8%+11.2pp |
| Annual return | -15.46% | -10.82%-4.6pp | 3.33%-18.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,109 | $4,180-49.5% | $6,166-65.8% | $2,544-17.1% |
| Participant deferral / active EE | $5,129 | $6,641-22.8% | $8,363-38.7% | $4,237+21.1% |
| Admin fee / account holder | $259 | $630-58.9% | $11,616-97.8% | $593-56.4% |