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 |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $46,557 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $29,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,836 | $47,126-30.3% | $149,673-78.1% | $74,419-55.9% |
| Participation rate | 79.5% | 63.4%+16.1pp | 78.8%+0.8pp | 70.7%+8.8pp |
| Annual return | 15.28% | 22.75%-7.5pp | 134.42%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,365 | $1,905-28.4% | $4,818-71.7% | $2,637-48.3% |
| Participant deferral / active EE | $3,640 | $2,728+33.4% | $5,680-35.9% | $4,528-19.6% |
| Admin fee / account holder | $187 | $343-45.4% | $13,210-98.6% | $348-46.2% |