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 · EIN 84-1532243 | Investment Management | $129,693 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $122,586 |
BERGANKDV LTD1 year Service code 99 PO BOX 1304 · ST CLOUD, MN 56302 | Other Fees | $15,500 |
CHERRY BEKAERT LLP1 year Service code 99 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Other Fees | $13,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,175 | $110,299-4.6% | $102,423+2.7% | $199,593-47.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 76.5%+3.5pp | 72.0%+8.0pp |
| Annual return | 38.40% | 35.73%+2.7pp | 29.32%+9.1pp | 34.25%+4.1pp |
| Employer contribution / active EE | $2,302 | $3,603-36.1% | $3,023-23.9% | $3,034-24.1% |
| Participant deferral / active EE | $4,208 | $6,376-34.0% | $5,053-16.7% | $5,087-17.3% |
| Admin fee / account holder | $157 | $122+28.2% | $9,451-98.3% | $269-41.7% |