Filed February 17, 2026 (most recent of 2 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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,467 |
SPECTRUM INVESTMENT ADVISORS7+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $46,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,873 | $95,918+7.3% | $151,611-32.1% | $77,904+32.1% |
| Participation rate | 99.4% | 88.7%+10.7pp | 87.5%+11.9pp | 73.7%+25.7pp |
| Annual return | -14.08% | -5.50%-8.6pp | 3.33%-17.4pp | 12.21%-26.3pp |
| Employer contribution / active EE | $4,410 | $4,330+1.8% | $6,166-28.5% | $2,848+54.9% |
| Participant deferral / active EE | $8,053 | $7,508+7.3% | $8,363-3.7% | $4,806+67.6% |
| Admin fee / account holder | $87 | $93-7.1% | $11,616-99.3% | $133-34.6% |