Filed June 10, 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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,723 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,798 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $33,146 |
GREAT LAKES ADVISORS, LLC10+ years Filed as: GREAT LAKES PENSION ASSOC., INC. Service code 13 · EIN 38-2438760 37923 WEST 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Contract Administrator | $21,265 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC. Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $2,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,545 | $82,972+3.1% | $103,374-17.2% | $77,671+10.1% |
| Participation rate | 69.1% | 71.5%-2.4pp | 74.5%-5.4pp | 70.6%-1.5pp |
| Annual return | 12.60% | 19.14%-6.5pp | 24.89%-12.3pp | 31.21%-18.6pp |
| Employer contribution / active EE | $3,446 | $3,554-3.0% | $3,869-10.9% | $2,726+26.4% |
| Participant deferral / active EE | $4,906 | $4,108+19.4% | $5,058-3.0% | $4,648+5.6% |
| Admin fee / account holder | $348 | $639-45.6% | $8,394-95.9% | $430-19.2% |