Filed May 6, 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 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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,758 |
BLACKROCK1 year Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Filed as: DEUTSCHE FUNDS Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,459 | $80,753-4.1% | $136,294-43.2% | $62,292+24.3% |
| Participation rate | 93.1% | 73.5%+19.6pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 15.59% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,520 | $2,884-47.3% | $4,695-67.6% | $2,042-25.6% |
| Participant deferral / active EE | $4,673 | $5,164-9.5% | $6,247-25.2% | $3,169+47.4% |
| Admin fee / account holder | $15 | $525-97.2% | $9,243-99.8% | $479-96.9% |