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) | $26,988 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,799 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $7,563 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,297 | $61,272-42.4% | $149,673-76.4% | $71,457-50.6% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.2pp | 67.9%+26.0pp |
| Annual return | 21.24% | 35.85%-14.6pp | 134.42%-113.2pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,253 | $2,378-47.3% | $4,818-74.0% | $2,588-51.6% |
| Participant deferral / active EE | $4,200 | $2,917+44.0% | $5,680-26.1% | $4,289-2.1% |
| Admin fee / account holder | $193 | $1,261-84.7% | $13,210-98.5% | $1,587-87.8% |