Filed March 6, 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 15 · EIN 84-0467907 | Recordkeeping | $59,782 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $59,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,551 | $42,353+116.2% | $79,550+15.1% | $64,808+41.3% |
| Participation rate | 56.9% | 64.8%-7.9pp | 69.5%-12.6pp | 71.5%-14.6pp |
| Annual return | -17.62% | -12.24%-5.4pp | 0.16%-17.8pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,157 | $1,181+82.7% | $2,413-10.6% | $2,506-13.9% |
| Participant deferral / active EE | $3,485 | $3,170+9.9% | $3,985-12.5% | $4,310-19.1% |
| Admin fee / account holder | $168 | $160+5.0% | $6,832-97.5% | $188-10.8% |