Filed July 3, 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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,593 |
Service code 15 · EIN 72-1532319 | Recordkeeping | $59,589 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,103 | $91,517-80.2% | $101,248-82.1% | $73,409-75.3% |
| Participation rate | 84.5% | 73.8%+10.7pp | 75.8%+8.7pp | 72.2%+12.3pp |
| Annual return | 9.01% | 17.17%-8.2pp | 46.47%-37.5pp | 59.29%-50.3pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,620 | $3,338-21.5% | $4,370-40.0% | $3,805-31.1% |
| Admin fee / account holder | $199 | $216-7.9% | $5,945-96.7% | $158+26.0% |