Filed June 12, 2025 (most recent of 5 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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $303,701 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $77,971 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $58,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,863 | $57,610+61.2% | $154,803-40.0% | $102,872-9.7% |
| Participation rate | 97.3% | 59.5%+37.9pp | 78.1%+19.3pp | 73.0%+24.3pp |
| Annual return | 18.28% | 30.49%-12.2pp | 58.88%-40.6pp | 19.06%-0.8pp |
| Employer contribution / active EE | $2,285 | $1,883+21.4% | $4,305-46.9% | $3,526-35.2% |
| Participant deferral / active EE | $5,975 | $2,914+105.0% | $5,540+7.8% | $5,535+8.0% |
| Admin fee / account holder | $87 | $368-76.5% | $14,329-99.4% | $292-70.4% |