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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $38,895 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $21,127 |
STANDARD RETIREMENT SERVICES8+ years Service code 19 | Securities Custodian | $19,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,617 | $46,292-42.5% | $143,757-81.5% | $64,808-58.9% |
| Participation rate | 89.9% | 64.2%+25.7pp | 80.3%+9.6pp | 71.5%+18.5pp |
| Annual return | -16.66% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,161 | $1,910-39.2% | $4,951-76.6% | $2,506-53.7% |
| Participant deferral / active EE | $3,773 | $2,646+42.6% | $5,637-33.1% | $4,310-12.5% |
| Admin fee / account holder | $184 | $154+19.7% | $14,673-98.7% | $188-2.0% |