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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $40,288 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,221 | $52,670-65.4% | $90,404-79.8% | $73,409-75.2% |
| Participation rate | 62.1% | 67.7%-5.6pp | 72.7%-10.6pp | 72.2%-10.1pp |
| Annual return | 15.51% | 20.70%-5.2pp | 1293.02%-1277.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $491 | $1,872-73.7% | $3,262-84.9% | $2,234-78.0% |
| Participant deferral / active EE | $1,210 | $2,807-56.9% | $3,963-69.5% | $3,805-68.2% |
| Admin fee / account holder | $100 | $117-14.8% | $5,611-98.2% | $158-37.0% |