Filed January 30, 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 9-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 | $119,382 |
FIDUCIENT ADVISORS LLC4 years Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $79,236 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,171 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,209 | $88,890+154.5% | $102,423+120.9% | $77,643+191.3% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.5pp |
| Annual return | 13.80% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,400 | $2,698-48.1% | $3,023-53.7% | $2,726-48.7% |
| Participant deferral / active EE | $8,780 | $5,145+70.6% | $5,053+73.8% | $4,647+88.9% |
| Admin fee / account holder | $426 | $235+80.8% | $9,451-95.5% | $430-1.1% |