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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $172,943 |
RELIANCE TRUST COMPANY7+ years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $13,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,272 | $185,342-39.4% | $111,297+0.9% | $86,799+29.3% |
| Participation rate | 93.0% | 81.0%+12.0pp | 77.3%+15.6pp | 72.3%+20.7pp |
| Annual return | 16.41% | 500.80%-484.4pp | 54.65%-38.2pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,938 | $2,246-13.7% | $2,731-29.0% | $2,405-19.4% |
| Participant deferral / active EE | $6,103 | $4,458+36.9% | $4,487+36.0% | $4,131+47.7% |
| Admin fee / account holder | $262 | $255+2.4% | $7,964-96.7% | $170+54.2% |