Filed March 24, 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 6-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $17,365 |
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $9,211 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,487 | $69,362-44.5% | $101,248-62.0% | $73,488-47.6% |
| Participation rate | 87.5% | 68.4%+19.1pp | 75.8%+11.7pp | 70.7%+16.8pp |
| Annual return | 18.62% | 18.46%+0.2pp | 46.47%-27.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,719 | $2,628-34.6% | $3,660-53.0% | $2,270-24.3% |
| Participant deferral / active EE | $2,711 | $3,300-17.8% | $4,370-38.0% | $3,740-27.5% |
| Admin fee / account holder | $260 | $704-63.0% | $5,945-95.6% | $513-49.3% |