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 INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $134,007 |
Service code 16 · EIN 34-1820650 | Consulting | $1,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,995 | $130,141+9.1% | $86,677+63.8% | $77,904+82.3% |
| Participation rate | 97.7% | 85.9%+11.7pp | 76.6%+21.1pp | 73.7%+24.0pp |
| Annual return | -15.54% | -12.75%-2.8pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $2,524 | $3,220-21.6% | $2,836-11.0% | $2,848-11.4% |
| Participant deferral / active EE | $13,706 | $5,757+138.1% | $4,656+194.4% | $4,806+185.2% |
| Admin fee / account holder | $31 | $132-76.3% | $7,493-99.6% | $133-76.4% |