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 | $49,665 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,603 | $130,194+6.5% | $169,993-18.5% | $71,457+94.0% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 14.12% | 20.37%-6.2pp | 53.37%-39.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $5,638 | $4,381+28.7% | $6,785-16.9% | $2,588+117.9% |
| Participant deferral / active EE | $7,776 | $6,923+12.3% | $10,408-25.3% | $4,289+81.3% |
| Admin fee / account holder | $649 | $966-32.8% | $12,815-94.9% | $1,587-59.1% |