Filed December 18, 2025 (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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $143,400 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $95,508 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $27,500 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,719 | $105,179+66.1% | $64,056+172.8% | $80,160+118.0% |
| Participation rate | 97.6% | 73.5%+24.1pp | 72.3%+25.3pp | 72.9%+24.7pp |
| Annual return | 16.55% | 20.34%-3.8pp | 33.69%-17.1pp | 40.38%-23.8pp |
| Employer contribution / active EE | $7,204 | $3,311+117.6% | $2,747+162.3% | $2,978+141.9% |
| Participant deferral / active EE | $7,710 | $4,020+91.8% | $3,880+98.7% | $5,017+53.7% |
| Admin fee / account holder | $261 | $113+130.5% | $3,068-91.5% | $145+80.1% |