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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $30,393 |
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,122 |
STANDARD RETIREMENT SERVICES6+ years Service code 19 | Securities Custodian | $6,969 |
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 | $25,645 | $58,879-56.4% | $178,490-85.6% | $73,488-65.1% |
| Participation rate | 87.7% | 66.2%+21.4pp | 81.9%+5.7pp | 70.7%+17.0pp |
| Annual return | 15.75% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,009 | $2,236-54.9% | $5,011-79.9% | $2,270-55.5% |
| Participant deferral / active EE | $2,915 | $2,567+13.5% | $5,202-44.0% | $3,740-22.1% |
| Admin fee / account holder | $157 | $400-60.7% | $13,984-98.9% | $513-69.3% |