Filed January 7, 2026 (most recent of 4 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $168,322 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $75,052 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,294 | $110,282+50.8% | $102,438+62.3% | $199,768-16.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 76.5%+6.8pp | 72.0%+11.3pp |
| Annual return | 17.35% | 35.75%-18.4pp | 29.37%-12.0pp | 34.26%-16.9pp |
| Employer contribution / active EE | $7,429 | $3,603+106.2% | $3,024+145.7% | $3,037+144.7% |
| Participant deferral / active EE | $12,333 | $6,376+93.4% | $5,054+144.0% | $5,090+142.3% |
| Admin fee / account holder | $156 | $122+27.4% | $9,448-98.4% | $269-42.1% |