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) | $24,980 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 P.O. BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $12,135 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,374 | $64,119-30.8% | $112,228-60.5% | $66,914-33.7% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.1%+18.8pp | 69.8%+24.0pp |
| Annual return | -15.30% | -13.81%-1.5pp | 27.45%-42.7pp | 1.58%-16.9pp |
| Employer contribution / active EE | $7,054 | $3,005+134.7% | $3,635+94.1% | $2,544+177.3% |
| Participant deferral / active EE | $4,224 | $3,693+14.4% | $4,728-10.7% | $4,237-0.3% |
| Admin fee / account holder | $102 | $625-83.7% | $6,410-98.4% | $593-82.8% |