Filed January 23, 2026 (most recent of 8 filings on file)
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 |
|---|---|---|
Service code 99 | Other Fees | $36,424 |
ERISA SERVICES, INC.3 years Filed as: ERISA SPECIALISTS/ BENEFITS PROFESS Service code 49 · EIN 90-1118690 | Other Services | $26,972 |
MORNINGSTAR9+ years Service code 27 | Advisory (Plan) | $2,939 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,911 | $130,194-19.4% | $169,993-38.3% | $71,457+46.8% |
| Participation rate | 91.9% | 86.1%+5.7pp | 87.0%+4.9pp | 67.9%+23.9pp |
| Annual return | 19.21% | 20.37%-1.2pp | 53.37%-34.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,495 | $4,381-43.1% | $6,785-63.2% | $2,588-3.6% |
| Participant deferral / active EE | $4,787 | $6,923-30.9% | $10,408-54.0% | $4,289+11.6% |
| Admin fee / account holder | $247 | $966-74.4% | $12,815-98.1% | $1,587-84.4% |