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 | $51,325 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,752 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,231 |
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 | $111,337 | $432,047-74.2% | $151,611-26.6% | - |
| Participation rate | 100.0% | 83.9%+16.1pp | 87.5%+12.5pp | - |
| Annual return | -13.64% | -11.21%-2.4pp | 3.33%-17.0pp | - |
| Employer contribution / active EE | $5,625 | $4,228+33.1% | $6,166-8.8% | - |
| Participant deferral / active EE | $7,719 | $7,208+7.1% | $8,363-7.7% | - |
| Admin fee / account holder | $599 | $147,941-99.6% | $11,616-94.8% | - |