Filed May 21, 2026
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,983 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,178 | $69,454+111.9% | $180,183-18.3% | $74,304+98.1% |
| Participation rate | 98.7% | 61.8%+36.9pp | 77.4%+21.3pp | 60.3%+38.3pp |
| Annual return | 21.17% | 25.86%-4.7pp | 27.86%-6.7pp | 29.43%-8.3pp |
| Employer contribution / active EE | $11,160 | $3,155+253.8% | $5,039+121.5% | $2,241+398.0% |
| Participant deferral / active EE | $9,599 | $4,662+105.9% | $6,822+40.7% | $3,767+154.8% |
| Admin fee / account holder | $25 | $3,036-99.2% | $19,975-99.9% | $2,969-99.2% |