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 | $19,011 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,404 | $69,763-7.7% | $67,502-4.6% | $74,495-13.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.31% | -40.34%+51.7pp | 3512.12%-3500.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,288 | $2,704-15.4% | $2,731-16.2% | $2,623-12.8% |
| Participant deferral / active EE | $7,009 | $3,636+92.8% | $4,000+75.2% | $4,346+61.3% |
| Admin fee / account holder | $104 | $896-88.4% | $3,998-97.4% | $1,942-94.6% |