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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,761 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,490 | $54,237-73.3% | $90,281-83.9% | $67,579-78.6% |
| Participation rate | 69.9% | 68.6%+1.3pp | 73.3%-3.3pp | 71.3%-1.3pp |
| Annual return | 22.85% | 37.27%-14.4pp | 78.10%-55.2pp | 378.56%-355.7pp |
| Employer contribution / active EE | $470 | $1,846-74.5% | $2,854-83.5% | $2,148-78.1% |
| Participant deferral / active EE | $1,132 | $2,625-56.9% | $3,885-70.9% | $3,539-68.0% |
| Admin fee / account holder | $79 | $123-36.2% | $5,351-98.5% | $142-44.7% |