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 | Distribution (12b-1) fees; Custodial ... | $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 | $46,464-15.9% | $150,298-74.0% | $79,634-50.9% |
| Participation rate | 94.2% | 57.0%+37.3pp | 77.8%+16.5pp | 62.5%+31.7pp |
| Annual return | 20.89% | 27.89%-7.0pp | 62.79%-41.9pp | 36.46%-15.6pp |
| Employer contribution / active EE | $1,316 | $1,512-12.9% | $4,154-68.3% | $2,529-47.9% |
| Participant deferral / active EE | $4,128 | $2,157+91.4% | $5,453-24.3% | $3,835+7.7% |
| Admin fee / account holder | $174 | $891-80.5% | $14,116-98.8% | $1,002-82.6% |