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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $42,681 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $27,071 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,459 | $47,722-59.2% | $82,719-76.5% | $64,808-70.0% |
| Participation rate | 54.6% | 67.6%-13.0pp | 72.6%-17.9pp | 71.5%-16.8pp |
| Annual return | -21.79% | -13.05%-8.7pp | 701.18%-723.0pp | 32.82%-54.6pp |
| Employer contribution / active EE | $443 | $2,179-79.7% | $3,009-85.3% | $2,506-82.3% |
| Participant deferral / active EE | $1,192 | $3,329-64.2% | $4,395-72.9% | $4,310-72.4% |
| Admin fee / account holder | $134 | $143-6.3% | $5,329-97.5% | $188-28.7% |