Filed August 31, 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 10-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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 27 · EIN 59-2937883 | Advisory (Plan) | $27,983 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 P.O. BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $12,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,187 | $76,670-30.6% | $96,683-45.0% | $71,457-25.6% |
| Participation rate | 88.5% | 66.6%+21.9pp | 74.3%+14.1pp | 67.9%+20.5pp |
| Annual return | 16.55% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $7,920 | $3,031+161.3% | $3,737+112.0% | $2,588+206.1% |
| Participant deferral / active EE | $4,121 | $3,771+9.3% | $4,878-15.5% | $4,289-3.9% |
| Admin fee / account holder | $166 | $2,028-91.8% | $6,730-97.5% | $1,587-89.5% |