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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,536 |
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $20,353 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,888 | $130,194-47.1% | $169,993-59.5% | $71,457-3.6% |
| Participation rate | 87.0% | 86.1%+0.8pp | 87.0%0pp | 67.9%+19.1pp |
| Annual return | 18.37% | 20.37%-2.0pp | 53.37%-35.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,460 | $4,381-43.9% | $6,785-63.7% | $2,588-4.9% |
| Participant deferral / active EE | $5,492 | $6,923-20.7% | $10,408-47.2% | $4,289+28.1% |
| Admin fee / account holder | $311 | $966-67.8% | $12,815-97.6% | $1,587-80.4% |