Filed April 27, 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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC2 years Service code 27 45 ROCKEFELLER PLAZA, FLOOR 5 · NEW YORK, NY 10111 | Advisory (Plan) | $32,799 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,496 |
Service code 27 45 ROCKEFELLER PLAZA, FLOOR 5 · NEW YORK, NY 10111 | Advisory (Plan) | $8,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,808 | $84,556-26.9% | $116,228-46.8% | $74,304-16.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 17.52% | 18.35%-0.8pp | 90.06%-72.5pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,270 | $2,168+4.7% | $2,994-24.2% | $2,241+1.3% |
| Participant deferral / active EE | $3,394 | $3,814-11.0% | $4,953-31.5% | $3,767-9.9% |
| Admin fee / account holder | $191 | $3,792-95.0% | $11,989-98.4% | $2,969-93.6% |