Filed January 22, 2026 (most recent of 4 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 |
|---|---|---|
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $26,728 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,478 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,367 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $35 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,960 | $79,523-25.9% | $140,016-57.9% | $56,287+4.8% |
| Participation rate | 95.2% | 85.7%+9.5pp | 87.5%+7.7pp | 69.9%+25.3pp |
| Annual return | -4.16% | 2.39%-6.5pp | 651.12%-655.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,400 | $3,350-28.4% | $5,606-57.2% | $2,111+13.7% |
| Participant deferral / active EE | $3,976 | $5,129-22.5% | $6,927-42.6% | $3,350+18.7% |
| Admin fee / account holder | $361 | $614-41.3% | $10,705-96.6% | $521-30.8% |