Filed March 2, 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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,697 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $35,138 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,062 | $50,820-15.3% | $155,567-72.3% | $77,671-44.6% |
| Participation rate | 92.2% | 63.1%+29.1pp | 78.2%+14.0pp | 70.6%+21.6pp |
| Annual return | 12.17% | 34.85%-22.7pp | 64.74%-52.6pp | 31.21%-19.0pp |
| Employer contribution / active EE | $773 | $1,993-61.2% | $4,674-83.5% | $2,726-71.7% |
| Participant deferral / active EE | $2,895 | $2,823+2.6% | $5,628-48.6% | $4,648-37.7% |
| Admin fee / account holder | $279 | $436-36.0% | $15,916-98.2% | $430-35.2% |