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 | $56,751 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $41,201 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $6,528 |
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 | $165,727 | $122,239+35.6% | $184,203-10.0% | $74,495+122.5% |
| Participation rate | 92.8% | 85.5%+7.3pp | 86.8%+6.0pp | 67.2%+25.6pp |
| Annual return | 12.76% | 19.95%-7.2pp | 28.81%-16.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,940 | $4,537+8.9% | $6,427-23.1% | $2,623+88.3% |
| Participant deferral / active EE | $6,953 | $7,139-2.6% | $9,131-23.9% | $4,346+60.0% |
| Admin fee / account holder | $710 | $1,260-43.7% | $13,901-94.9% | $1,942-63.4% |