Filed July 28, 2025 (most recent of 3 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 8-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 & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,635 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $1,500 |
AON CONSULTING1 year Filed as: AON RISK INSURANCE SERVICES WEST IN Service code 99 PO BOX 849832 · LOS ANGELES, CA 900849832 | Other Fees | $813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,585 | $91,407+44.0% | $135,903-3.2% | $71,457+84.1% |
| Participation rate | 98.7% | 75.7%+23.1pp | 81.9%+16.8pp | 67.9%+30.8pp |
| Annual return | 20.82% | 29.90%-9.1pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $4,982 | $3,703+34.5% | $4,856+2.6% | $2,588+92.5% |
| Participant deferral / active EE | $14,863 | $7,092+109.6% | $7,758+91.6% | $4,289+246.6% |
| Admin fee / account holder | $67 | $1,266-94.7% | $10,762-99.4% | $1,587-95.8% |