Filed January 27, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,464 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $18,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,041 | $65,557+0.7% | $64,056+3.1% | $71,457-7.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 17.08% | 18.94%-1.9pp | 33.69%-16.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,924 | $2,669-27.9% | $2,747-29.9% | $2,588-25.6% |
| Participant deferral / active EE | $5,748 | $3,626+58.5% | $3,880+48.1% | $4,289+34.0% |
| Admin fee / account holder | $107 | $616-82.6% | $3,068-96.5% | $1,587-93.3% |