Filed March 17, 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,837 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $5,422 |
TRIAD ADVISORS INC1 year Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $3,520 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,427 | $42,353+9.6% | $79,550-41.6% | $64,808-28.4% |
| Participation rate | 11.6% | 64.8%-53.2pp | 69.5%-57.9pp | 71.5%-59.9pp |
| Annual return | -15.75% | -12.24%-3.5pp | 0.16%-15.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $48 | $1,181-95.9% | $2,413-98.0% | $2,506-98.1% |
| Participant deferral / active EE | $479 | $3,170-84.9% | $3,985-88.0% | $4,310-88.9% |
| Admin fee / account holder | $246 | $160+54.0% | $6,832-96.4% | $188+30.9% |