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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $28,819 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,529 |
STANDARD RETIREMENT SERVICES5+ years Service code 19 | Securities Custodian | $3,558 |
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 | $20,187 | $62,928-67.9% | $172,739-88.3% | $67,579-70.1% |
| Participation rate | 84.6% | 64.5%+20.1pp | 82.6%+1.9pp | 71.3%+13.3pp |
| Annual return | 22.05% | 30.36%-8.3pp | 802.84%-780.8pp | 378.56%-356.5pp |
| Employer contribution / active EE | $668 | $1,636-59.1% | $5,143-87.0% | $2,148-68.9% |
| Participant deferral / active EE | $2,157 | $2,145+0.5% | $5,198-58.5% | $3,539-39.1% |
| Admin fee / account holder | $152 | $167-8.5% | $13,954-98.9% | $142+7.1% |