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 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $26,993 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,080 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,144 | $102,553-42.3% | $151,611-61.0% | $66,914-11.6% |
| Participation rate | 95.3% | 85.5%+9.8pp | 87.5%+7.8pp | 69.8%+25.5pp |
| Annual return | -15.96% | -10.82%-5.1pp | 3.33%-19.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,991 | $4,180-28.5% | $6,166-51.5% | $2,544+17.5% |
| Participant deferral / active EE | $5,371 | $6,641-19.1% | $8,363-35.8% | $4,237+26.8% |
| Admin fee / account holder | $271 | $630-57.0% | $11,616-97.7% | $593-54.3% |