Filed June 2, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $72,798 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $44,629 |
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 | $108,544 | $131,799-17.6% | $200,582-45.9% | $85,563+26.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 10.38% | 21.59%-11.2pp | 42.33%-32.0pp | 31.51%-21.1pp |
| Employer contribution / active EE | $3,919 | $4,532-13.5% | $6,419-38.9% | $2,654+47.7% |
| Participant deferral / active EE | $4,791 | $7,702-37.8% | $9,331-48.7% | $4,375+9.5% |
| Admin fee / account holder | $160 | $235-31.9% | $16,305-99.0% | $834-80.8% |