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 | Float revenue; Investment management;... | $531,829 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $38,620 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $32,500 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $17,500 |
PATHWAYS ADVISORY GROUP INC4 years Filed as: PATHWAYS ADVISORY GROUP INC. Service code 27 · EIN 20-8811410 | Advisory (Plan) | $8,349 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,010 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $109,084 | $47,456+129.9% | $172,739-36.9% | $77,787+40.2% |
| Participation rate | 83.3% | 66.3%+17.1pp | 82.6%+0.7pp | 73.2%+10.1pp |
| Annual return | 29.40% | 35.57%-6.2pp | 802.84%-773.4pp | 32.57%-3.2pp |
| Employer contribution / active EE | $4,361 | $1,574+177.1% | $5,143-15.2% | $2,504+74.1% |
| Participant deferral / active EE | $5,225 | $2,560+104.1% | $5,198+0.5% | $3,967+31.7% |
| Admin fee / account holder | $155 | $81+92.1% | $13,954-98.9% | $100+55.2% |