Filed September 9, 2026
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,655 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,273 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,120 | $44,960-53.0% | $84,966-75.1% | $74,495-71.6% |
| Participation rate | 56.8% | 49.4%+7.5pp | 67.5%-10.7pp | 67.2%-10.4pp |
| Annual return | 10.98% | 26.24%-15.3pp | 66.38%-55.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $570 | $1,457-60.9% | $2,727-79.1% | $2,623-78.3% |
| Participant deferral / active EE | $1,055 | $2,731-61.4% | $4,519-76.7% | $4,346-75.7% |
| Admin fee / account holder | $147 | $2,209-93.4% | $6,149-97.6% | $1,942-92.4% |