Filed April 13, 2026 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $110,394 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,952 | $110,299+60.4% | $102,423+72.8% | $199,593-11.3% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.5pp |
| Annual return | 14.50% | 35.73%-21.2pp | 29.32%-14.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $3,009 | $3,603-16.5% | $3,023-0.5% | $3,034-0.8% |
| Participant deferral / active EE | $14,248 | $6,376+123.5% | $5,053+182.0% | $5,087+180.1% |
| Admin fee / account holder | $29 | $122-76.5% | $9,451-99.7% | $269-89.3% |