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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $26,254 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,623 |
STANDARD RETIREMENT SERVICES3+ years Service code 19 | Securities Custodian | $4,720 |
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 | $22,279 | $55,453-59.8% | $170,442-86.9% | $62,292-64.2% |
| Participation rate | 78.0% | 66.4%+11.7pp | 83.6%-5.5pp | 69.5%+8.5pp |
| Annual return | 15.72% | 21.38%-5.7pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $666 | $2,164-69.2% | $5,433-87.7% | $2,042-67.4% |
| Participant deferral / active EE | $2,054 | $2,303-10.8% | $4,939-58.4% | $3,169-35.2% |
| Admin fee / account holder | $214 | $455-53.0% | $13,880-98.5% | $479-55.3% |