Filed April 27, 2026 (most recent of 2 filings on file)
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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,746 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,964 | $74,089-39.3% | $133,980-66.4% | $55,167-18.5% |
| Participation rate | 89.5% | 84.3%+5.2pp | 87.1%+2.4pp | 69.0%+20.5pp |
| Annual return | 4.99% | 12.11%-7.1pp | 29.30%-24.3pp | 169.23%-164.2pp |
| Employer contribution / active EE | $3,128 | $3,064+2.1% | $5,211-40.0% | $1,963+59.4% |
| Participant deferral / active EE | $1,974 | $4,678-57.8% | $6,282-68.6% | $3,054-35.4% |
| Admin fee / account holder | $29 | $458-93.6% | $9,324-99.7% | $504-94.2% |