Filed October 20, 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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,535 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,910 | $60,545-60.5% | $92,233-74.1% | $69,631-65.7% |
| Participation rate | 35.7% | 72.2%-36.4pp | 76.5%-40.7pp | 70.7%-35.0pp |
| Annual return | 27.25% | 19.71%+7.5pp | 176.28%-149.0pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $1,079 | $2,633-59.0% | $3,679-70.7% | $2,032-46.9% |
| Participant deferral / active EE | $1,940 | $2,828-31.4% | $3,897-50.2% | $3,224-39.8% |
| Admin fee / account holder | $21 | $145-85.4% | $5,194-99.6% | $110-80.9% |