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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $66,541 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $55,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $37,867 | $44,626-15.1% | $86,188-56.1% | $80,160-52.8% |
| Participation rate | 42.9% | 63.5%-20.6pp | 69.0%-26.1pp | 72.9%-30.0pp |
| Annual return | 17.25% | 19.61%-2.4pp | 1168.45%-1151.2pp | 40.38%-23.1pp |
| Employer contribution / active EE | $1,427 | $1,099+29.8% | $2,380-40.1% | $2,978-52.1% |
| Participant deferral / active EE | $694 | $2,769-75.0% | $3,985-82.6% | $5,017-86.2% |
| Admin fee / account holder | $81 | $133-39.5% | $6,852-98.8% | $145-44.4% |