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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $38,459 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,712 | $79,523-41.3% | $140,016-66.6% | $56,287-17.0% |
| Participation rate | 89.4% | 85.7%+3.7pp | 87.5%+1.9pp | 69.9%+19.5pp |
| Annual return | -5.25% | 2.39%-7.6pp | 651.12%-656.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,242 | $3,350-3.2% | $5,606-42.2% | $2,111+53.6% |
| Participant deferral / active EE | $2,321 | $5,129-54.7% | $6,927-66.5% | $3,350-30.7% |
| Admin fee / account holder | $149 | $614-75.7% | $10,705-98.6% | $521-71.4% |