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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,420 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 · EIN 56-1762637 | Contract Administrator | $28,580 |
CAPITAL INVESTMENT GROUP INC3 years Service code 53 · EIN 56-1394939 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,542 | $82,917-80.1% | $103,333-84.0% | $77,643-78.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.15% | 19.13%-5.0pp | 24.88%-10.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,705 | $3,552-52.0% | $3,868-55.9% | $2,726-37.4% |
| Participant deferral / active EE | $1,363 | $4,108-66.8% | $5,057-73.1% | $4,647-70.7% |
| Admin fee / account holder | $106 | $638-83.4% | $8,355-98.7% | $430-75.4% |