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 | $57,654 |
ERISA SERVICES, INC.4 years Filed as: ERISA SPECIALISTS/ BENEFITS PROFESS Service code 49 · EIN 90-1118690 | Other Services | $30,330 |
FORVIS MAZARS, LLP1 year Service code 99 · EIN 44-0160260 | Other Fees | $18,900 |
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $4,671 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,966 | $129,021-11.7% | $184,203-38.1% | $77,643+46.8% |
| Participation rate | 96.5% | 87.3%+9.1pp | 86.8%+9.7pp | 70.6%+25.9pp |
| Annual return | 16.46% | 33.27%-16.8pp | 28.81%-12.3pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,322 | $4,413-47.4% | $6,427-63.9% | $2,726-14.8% |
| Participant deferral / active EE | $4,772 | $7,297-34.6% | $9,131-47.7% | $4,647+2.7% |
| Admin fee / account holder | $550 | $254+116.5% | $13,901-96.0% | $430+27.7% |