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 | Participant loan processing; Recordke... | $501,866 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $27,500 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $26,250 |
PATHWAYS ADVISORY GROUP INC3 years Filed as: PATHWAYS ADVISORY GROUP INC. Service code 27 · EIN 20-8811410 | Advisory (Plan) | $7,930 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $577 |
NATIONAL FINANCIAL SERVICES4+ 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 | $85,789 | $45,382+89.0% | $154,107-44.3% | $75,289+13.9% |
| Participation rate | 82.9% | 65.9%+17.0pp | 83.0%-0.2pp | 72.4%+10.4pp |
| Annual return | -4.81% | -0.47%-4.3pp | 735.12%-739.9pp | -0.04%-4.8pp |
| Employer contribution / active EE | $4,292 | $1,533+180.0% | $5,298-19.0% | $2,405+78.5% |
| Participant deferral / active EE | $5,018 | $2,384+110.5% | $5,081-1.2% | $3,739+34.2% |
| Admin fee / account holder | $144 | $89+61.4% | $13,411-98.9% | $102+41.0% |