Filed August 24, 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 |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $25,303 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,967 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,440 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,794 | $65,061-51.1% | $143,757-77.9% | $66,914-52.5% |
| Participation rate | 92.2% | 65.2%+27.0pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -17.53% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,272 | $2,361-46.1% | $4,951-74.3% | $2,544-50.0% |
| Participant deferral / active EE | $4,083 | $2,919+39.9% | $5,637-27.6% | $4,237-3.6% |
| Admin fee / account holder | $182 | $502-63.7% | $14,673-98.8% | $593-69.3% |