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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $54,506 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $36,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,219 | $50,815-40.5% | $155,509-80.6% | $77,643-61.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 25.05% | 34.80%-9.8pp | 64.67%-39.6pp | 31.24%-6.2pp |
| Employer contribution / active EE | $1,935 | $1,993-2.9% | $4,672-58.6% | $2,726-29.0% |
| Participant deferral / active EE | $3,394 | $2,822+20.3% | $5,626-39.7% | $4,647-27.0% |
| Admin fee / account holder | $151 | $437-65.3% | $15,912-99.0% | $430-64.8% |