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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $53,363 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $27,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,798 | $132,049-38.1% | $200,582-59.2% | $74,304+10.1% |
| Participation rate | 91.0% | 84.1%+7.0pp | 86.9%+4.2pp | 60.3%+30.7pp |
| Annual return | 10.69% | 22.22%-11.5pp | 42.33%-31.6pp | 29.43%-18.7pp |
| Employer contribution / active EE | $2,914 | $4,558-36.1% | $6,419-54.6% | $2,241+30.0% |
| Participant deferral / active EE | $4,786 | $7,213-33.6% | $9,331-48.7% | $3,767+27.0% |
| Admin fee / account holder | $302 | $2,405-87.4% | $16,305-98.1% | $2,969-89.8% |