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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $53,917 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,075 |
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 | $78,155 | $122,239-36.1% | $184,203-57.6% | $74,495+4.9% |
| Participation rate | 78.3% | 85.5%-7.2pp | 86.8%-8.5pp | 67.2%+11.1pp |
| Annual return | 13.08% | 19.95%-6.9pp | 28.81%-15.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,583 | $4,537-43.1% | $6,427-59.8% | $2,623-1.5% |
| Participant deferral / active EE | $4,078 | $7,139-42.9% | $9,131-55.3% | $4,346-6.2% |
| Admin fee / account holder | $310 | $1,260-75.4% | $13,901-97.8% | $1,942-84.1% |