Filed September 15, 2026 (most recent of 4 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 |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $43,157 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,903 |
Participant contribution per participant 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 | $68,177 | $130,194-47.6% | $169,993-59.9% | $71,457-4.6% |
| Participation rate | 80.1% | 86.1%-6.0pp | 87.0%-6.9pp | 67.9%+12.2pp |
| Annual return | 16.49% | 20.37%-3.9pp | 53.37%-36.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,754 | $4,381-37.1% | $6,785-59.4% | $2,588+6.4% |
| Participant deferral / active EE | $3,702 | $6,923-46.5% | $10,408-64.4% | $4,289-13.7% |
| Admin fee / account holder | $225 | $966-76.7% | $12,815-98.2% | $1,587-85.8% |