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 | $63,614 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $39,005 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $7,535 |
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 | $162,021 | $132,049+22.7% | $200,582-19.2% | $74,304+118.1% |
| Participation rate | 96.8% | 84.1%+12.7pp | 86.9%+9.9pp | 60.3%+36.5pp |
| Annual return | 15.49% | 22.22%-6.7pp | 42.33%-26.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $5,171 | $4,558+13.5% | $6,419-19.4% | $2,241+130.7% |
| Participant deferral / active EE | $6,802 | $7,213-5.7% | $9,331-27.1% | $3,767+80.6% |
| Admin fee / account holder | $658 | $2,405-72.6% | $16,305-96.0% | $2,969-77.8% |