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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $171,027 |
SPECTRUM INVESTMENT ADVISORS10+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $35,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,969 | $160,882-12.4% | $200,582-29.7% | $102,872+37.0% |
| Participation rate | 99.2% | 91.2%+8.0pp | 86.9%+12.3pp | 73.0%+26.2pp |
| Annual return | 15.75% | 18.15%-2.4pp | 42.33%-26.6pp | 19.06%-3.3pp |
| Employer contribution / active EE | $5,162 | $5,602-7.9% | $6,419-19.6% | $3,526+46.4% |
| Participant deferral / active EE | $8,650 | $9,300-7.0% | $9,331-7.3% | $5,535+56.3% |
| Admin fee / account holder | $157 | $125+25.7% | $16,305-99.0% | $292-46.3% |