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) | $30,000 |
METZ & ASSOCIATES PLLC1 year Service code 10 9201 N 25TH AVE STE 170 · PHOENIX, AZ 85021 | Accounting | $10,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,489 | $101,317+64.3% | $146,958+13.3% | $74,495+123.5% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 17.62% | 8730.91%-8713.3pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $5,123 | $3,810+34.5% | $4,933+3.9% | $2,623+95.3% |
| Participant deferral / active EE | $15,958 | $7,303+118.5% | $8,070+97.7% | $4,346+267.2% |
| Admin fee / account holder | $101 | $1,739-94.2% | $12,998-99.2% | $1,942-94.8% |