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 | $51,134 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $48,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,430 | $39,973-31.4% | $79,550-65.5% | $77,904-64.8% |
| Participation rate | 67.6% | 64.6%+3.0pp | 69.5%-1.9pp | 73.7%-6.1pp |
| Annual return | -18.16% | 3.42%-21.6pp | 0.16%-18.3pp | 12.21%-30.4pp |
| Employer contribution / active EE | $2,335 | $1,088+114.7% | $2,413-3.2% | $2,848-18.0% |
| Participant deferral / active EE | $1,140 | $2,774-58.9% | $3,985-71.4% | $4,806-76.3% |
| Admin fee / account holder | $55 | $113-50.9% | $6,832-99.2% | $133-58.2% |