Filed July 7, 2026 (most recent of 2 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 |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $23,678 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,366 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $8,805 |
STANDARD RETIREMENT SERVICES2+ years Service code 19 | Securities Custodian | $4,110 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,930 | $46,732-57.4% | $156,549-87.3% | $55,167-63.9% |
| Participation rate | 77.7% | 65.8%+11.9pp | 84.0%-6.4pp | 69.0%+8.7pp |
| Annual return | 6.41% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $781 | $2,105-62.9% | $5,501-85.8% | $1,963-60.2% |
| Participant deferral / active EE | $2,097 | $2,204-4.9% | $4,871-56.9% | $3,054-31.3% |
| Admin fee / account holder | $211 | $418-49.5% | $13,027-98.4% | $504-58.1% |