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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,630 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,361 |
STANDARD RETIREMENT SERVICES4+ years Service code 19 | Securities Custodian | $3,877 |
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 | $18,606 | $47,977-61.2% | $154,107-87.9% | $56,287-66.9% |
| Participation rate | 81.8% | 66.2%+15.6pp | 83.0%-1.2pp | 69.9%+12.0pp |
| Annual return | -6.41% | 3.54%-9.9pp | 735.12%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $639 | $2,169-70.5% | $5,298-87.9% | $2,111-69.7% |
| Participant deferral / active EE | $2,103 | $2,392-12.1% | $5,081-58.6% | $3,350-37.2% |
| Admin fee / account holder | $224 | $438-49.0% | $13,411-98.3% | $521-57.1% |