Filed May 25, 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 |
|---|---|---|
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $25,000 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $15,149 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $7,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,838 | $56,485-43.6% | $185,823-82.9% | $86,799-63.3% |
| Participation rate | 85.7% | 65.5%+20.2pp | 81.7%+4.0pp | 72.3%+13.4pp |
| Annual return | 13.97% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,493 | $1,843-19.0% | $5,167-71.1% | $2,405-37.9% |
| Participant deferral / active EE | $3,447 | $2,553+35.0% | $5,568-38.1% | $4,131-16.6% |
| Admin fee / account holder | $122 | $150-18.7% | $16,237-99.3% | $170-28.3% |