Filed August 31, 2026
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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,928 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 P.O. BOX 250 · TIPTON, PA 16684 | Contract Administrator | $7,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,246 | $69,362-29.0% | $101,248-51.4% | $73,488-33.0% |
| Participation rate | 88.9% | 68.4%+20.5pp | 75.8%+13.1pp | 70.7%+18.2pp |
| Annual return | 14.69% | 18.46%-3.8pp | 46.47%-31.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $5,794 | $2,628+120.5% | $3,660+58.3% | $2,270+155.2% |
| Participant deferral / active EE | $3,035 | $3,300-8.0% | $4,370-30.5% | $3,740-18.8% |
| Admin fee / account holder | $63 | $704-91.0% | $5,945-98.9% | $513-87.7% |