Filed August 7, 2026 (most recent of 5 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $392,472 |
MULTNOMAH GROUP3+ years Service code 16 · EIN 20-0361079 | Consulting | $35,000 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $27,338 |
PATHWAYS ADVISORY GROUP INC2 years Filed as: PATHWAYS ADVISORY GROUP INC. Service code 16 · EIN 20-8811410 | Consulting | $6,855 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $425 |
UNUM LIFE INS. CO. OF AMERICA3+ years Filed as: UNUM LIFE INSURANCE CO. OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $75 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $88,486 | $44,989+96.7% | $170,442-48.1% | $77,958+13.5% |
| Participation rate | 85.4% | 64.6%+20.8pp | 83.6%+1.8pp | 71.6%+13.8pp |
| Annual return | 14.83% | 19.61%-4.8pp | 205.93%-191.1pp | 20.87%-6.0pp |
| Employer contribution / active EE | $4,235 | $1,466+188.9% | $5,433-22.0% | $2,310+83.3% |
| Participant deferral / active EE | $4,874 | $2,208+120.8% | $4,939-1.3% | $3,537+37.8% |
| Admin fee / account holder | $120 | $69+73.6% | $13,880-99.1% | $97+22.9% |