Filed June 30, 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $128,404 |
MCM CPAS & ADVISORS LLP3 years Service code 10 2600 MEIDINGER TOWER · LOUISVILLE, KY 40202 | Accounting | $11,700 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,110 | $130,141-33.1% | $86,677+0.5% | $77,904+11.8% |
| Participation rate | 84.7% | 85.9%-1.3pp | 76.6%+8.1pp | 73.7%+11.0pp |
| Annual return | -14.36% | -12.75%-1.6pp | 35.91%-50.3pp | 12.21%-26.6pp |
| Employer contribution / active EE | $2,301 | $3,220-28.5% | $2,836-18.9% | $2,848-19.2% |
| Participant deferral / active EE | $4,243 | $5,757-26.3% | $4,656-8.9% | $4,806-11.7% |
| Admin fee / account holder | $92 | $132-29.9% | $7,493-98.8% | $133-30.3% |