Filed September 13, 2026
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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $29,734 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,468 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,536 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,003 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,460 | $43,999-76.2% | $79,464-86.8% | $55,725-81.2% |
| Participation rate | 69.3% | 66.9%+2.4pp | 73.3%-4.0pp | 70.9%-1.5pp |
| Annual return | -9.68% | 1.81%-11.5pp | 718.14%-727.8pp | 244.93%-254.6pp |
| Employer contribution / active EE | $320 | $1,830-82.5% | $2,800-88.6% | $2,078-84.6% |
| Participant deferral / active EE | $939 | $2,538-63.0% | $3,704-74.6% | $3,356-72.0% |
| Admin fee / account holder | $64 | $118-45.6% | $5,113-98.7% | $115-44.5% |