Filed September 5, 2025 (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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $219,084 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $137,104 | $128,899+6.4% | $113,168+21.2% | $102,872+33.3% |
| Participation rate | 95.4% | 87.0%+8.4pp | 76.6%+18.9pp | 73.0%+22.4pp |
| Annual return | 17.27% | 15.88%+1.4pp | 24.27%-7.0pp | 19.06%-1.8pp |
| Employer contribution / active EE | $5,013 | $3,713+35.0% | $2,975+68.5% | $3,526+42.1% |
| Participant deferral / active EE | $9,826 | $6,787+44.8% | $5,107+92.4% | $5,535+77.5% |
| Admin fee / account holder | $102 | $129-21.4% | $12,068-99.2% | $292-65.2% |