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 26 · EIN 84-1532243 | Advisory (Participants) | $118,392 |
MCM CPAS & ADVISORS LLP4 years Service code 10 2600 MEIDINGER TOWER · LOUISVILLE, KY 40202 | Accounting | $12,500 |
Service code 16 · EIN 34-1820650 | Consulting | $800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,353 | $104,697-8.0% | $96,544-0.2% | $80,160+20.2% |
| Participation rate | 79.9% | 86.4%-6.5pp | 76.0%+4.0pp | 72.9%+7.0pp |
| Annual return | 17.19% | 21.78%-4.6pp | 25.84%-8.6pp | 40.38%-23.2pp |
| Employer contribution / active EE | $2,205 | $3,536-37.7% | $2,965-25.6% | $2,978-26.0% |
| Participant deferral / active EE | $4,072 | $6,188-34.2% | $4,851-16.1% | $5,017-18.8% |
| Admin fee / account holder | $87 | $107-18.9% | $8,252-99.0% | $145-40.3% |