Filed December 1, 2025
Total covered: 2 employees
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,018 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $46,248 |
CARON & BLETZER, PLLC11+ years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $12,000 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS LLC Service code 99 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,915 | $59,623+131.3% | $95,585+44.3% | $85,563+61.2% |
| Participation rate | 98.2% | 57.2%+41.0pp | 72.1%+26.1pp | 66.0%+32.2pp |
| Annual return | 16.28% | 18.22%-1.9pp | 38.56%-22.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $4,034 | $1,669+141.6% | $2,527+59.7% | $2,654+52.0% |
| Participant deferral / active EE | $7,346 | $3,357+118.8% | $4,023+82.6% | $4,375+67.9% |
| Admin fee / account holder | $261 | $650-59.8% | $6,127-95.7% | $834-68.7% |