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 | $80,705-23.4% | $115,768-46.6% | $67,986-9.1% |
| Participation rate | 100.0% | 63.0%+37.0pp | 74.4%+25.6pp | 57.2%+42.8pp |
| Annual return | 17.52% | 18.49%-1.0pp | 100.46%-82.9pp | 31.67%-14.1pp |
| Employer contribution / active EE | $2,270 | $2,046+10.9% | $2,940-22.8% | $2,019+12.5% |
| Participant deferral / active EE | $3,394 | $3,559-4.6% | $4,917-31.0% | $3,358+1.1% |
| Admin fee / account holder | $191 | $4,135-95.4% | $12,439-98.5% | $3,203-94.1% |