Filed June 26, 2026 (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 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 10 · EIN 59-3331424 | Accounting | $43,687 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $33,876 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,256 |
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 | $123,365 | $136,307-9.5% | $177,821-30.6% | $73,488+67.9% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.7%+7.5pp | 70.7%+24.6pp |
| Annual return | 14.40% | 18.68%-4.3pp | 48.32%-33.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $4,813 | $3,712+29.6% | $5,918-18.7% | $2,270+112.0% |
| Participant deferral / active EE | $5,952 | $5,829+2.1% | $7,714-22.8% | $3,740+59.2% |
| Admin fee / account holder | $531 | $596-10.9% | $12,427-95.7% | $513+3.5% |