Filed June 2, 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 | Recordkeeping and information managem... | $126,336 |
RELIANCE TRUST COMPANY6+ years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $11,073 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,803 | $79,519+28.0% | $95,952+6.1% | $73,409+38.7% |
| Participation rate | 93.3% | 81.2%+12.1pp | 77.1%+16.2pp | 72.2%+21.1pp |
| Annual return | 18.98% | 19.20%-0.2pp | 91.61%-72.6pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,765 | $2,048-13.8% | $2,541-30.5% | $2,234-21.0% |
| Participant deferral / active EE | $5,704 | $4,138+37.8% | $4,167+36.9% | $3,805+49.9% |
| Admin fee / account holder | $143 | $184-22.5% | $6,795-97.9% | $158-9.6% |