Filed January 13, 2026
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,092 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $35,224 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $30,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,019 | $53,136-64.2% | $155,509-87.8% | $199,593-90.5% |
| Participation rate | 54.9% | 64.1%-9.2pp | 78.2%-23.3pp | 72.0%-17.1pp |
| Annual return | 11.71% | 41.15%-29.4pp | 64.67%-53.0pp | 34.25%-22.5pp |
| Employer contribution / active EE | $547 | $1,851-70.4% | $4,672-88.3% | $3,034-82.0% |
| Participant deferral / active EE | $1,176 | $3,161-62.8% | $5,626-79.1% | $5,087-76.9% |
| Admin fee / account holder | $130 | $185-29.7% | $15,912-99.2% | $269-51.5% |