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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $26,645 |
Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $9,158 |
WILBANKS SECURITIES INC2+ years Filed as: WILBANKS SECURITIES ADVISORY Service code 27 · EIN 73-1497444 | Advisory (Plan) | $6,676 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,701 | $46,173-68.2% | $170,442-91.4% | $69,631-78.9% |
| Participation rate | 51.9% | 63.9%-12.0pp | 83.6%-31.7pp | 70.7%-18.8pp |
| Annual return | 9.81% | 21.62%-11.8pp | 205.93%-196.1pp | 27571.02%-27561.2pp |
| Employer contribution / active EE | $151 | $1,610-90.6% | $5,433-97.2% | $2,032-92.6% |
| Participant deferral / active EE | $840 | $2,080-59.6% | $4,939-83.0% | $3,224-73.9% |
| Admin fee / account holder | $164 | $116+41.7% | $13,880-98.8% | $110+48.8% |