Filed June 16, 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 |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,285 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,169 | $86,929-59.5% | $102,423-65.7% | $80,856-56.5% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.6%+29.7pp |
| Annual return | 23.13% | 18.88%+4.2pp | 29.32%-6.2pp | 35.59%-12.5pp |
| Employer contribution / active EE | $4,177 | $2,369+76.3% | $3,023+38.2% | $2,755+51.6% |
| Participant deferral / active EE | $3,611 | $4,118-12.3% | $5,053-28.5% | $4,296-15.9% |
| Admin fee / account holder | $159 | $8,049-98.0% | $9,451-98.3% | $6,918-97.7% |