Filed July 3, 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 GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $104,277 |
Service code 27 100 N 6TH STREET SUITE 500 · WACO, TX 76701 | Advisory (Plan) | $10,074 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,072 | $50,982-23.4% | $154,803-74.8% | $85,563-54.3% |
| Participation rate | 94.2% | 59.8%+34.4pp | 78.1%+16.2pp | 66.0%+28.3pp |
| Annual return | 20.89% | 30.35%-9.5pp | 58.88%-38.0pp | 31.51%-10.6pp |
| Employer contribution / active EE | $1,316 | $1,708-22.9% | $4,305-69.4% | $2,654-50.4% |
| Participant deferral / active EE | $4,128 | $2,474+66.8% | $5,540-25.5% | $4,375-5.6% |
| Admin fee / account holder | $174 | $846-79.4% | $14,329-98.8% | $834-79.1% |