Filed March 18, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $437,520 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP INC Service code 26 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Participants) | $86,432 |
MOSS ADAMS LLP10+ years Service code 26 · EIN 91-0189318 | Advisory (Participants) | $13,650 |
JACKSON LEWIS P.C.4 years Filed as: JACKSON LEWIS PC Service code 26 · EIN 13-1863998 | Advisory (Participants) | $8,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,359 | $53,136+137.8% | $155,509-18.7% | $199,593-36.7% |
| Participation rate | 98.9% | 64.1%+34.9pp | 78.2%+20.8pp | 72.0%+27.0pp |
| Annual return | 14.85% | 41.15%-26.3pp | 64.67%-49.8pp | 34.25%-19.4pp |
| Employer contribution / active EE | $2,404 | $1,851+29.9% | $4,672-48.6% | $3,034-20.8% |
| Participant deferral / active EE | $7,120 | $3,161+125.3% | $5,626+26.5% | $5,087+40.0% |
| Admin fee / account holder | $159 | $185-14.3% | $15,912-99.0% | $269-40.9% |