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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,747 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $28,405 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,787 | $65,908-66.9% | $81,812-73.4% | $77,643-71.9% |
| Participation rate | 56.6% | 65.8%-9.2pp | 72.3%-15.8pp | 70.6%-14.0pp |
| Annual return | 14.22% | 26.64%-12.4pp | 773.79%-759.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $527 | $2,370-77.8% | $2,912-81.9% | $2,726-80.7% |
| Participant deferral / active EE | $1,411 | $3,505-59.7% | $4,319-67.3% | $4,647-69.6% |
| Admin fee / account holder | $115 | $526-78.2% | $7,386-98.4% | $430-73.4% |