Filed September 11, 2025
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 |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $48,872 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,967 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $14,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,365 | $46,464-43.3% | $150,298-82.5% | $79,634-66.9% |
| Participation rate | 68.9% | 57.0%+11.9pp | 77.8%-8.9pp | 62.5%+6.4pp |
| Annual return | 10.55% | 27.89%-17.3pp | 62.79%-52.2pp | 36.46%-25.9pp |
| Employer contribution / active EE | $1,241 | $1,512-17.9% | $4,154-70.1% | $2,529-50.9% |
| Participant deferral / active EE | $2,342 | $2,157+8.6% | $5,453-57.0% | $3,835-38.9% |
| Admin fee / account holder | $296 | $891-66.7% | $14,116-97.9% | $1,002-70.4% |