Filed August 12, 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: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,067 |
Service code 27 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,569 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,049 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $4,480 |
PENSYS, INC.2 years Filed as: PENSYS INC Service code 99 2440 PROFESSIONAL DR. STE 100 · ROSEVILLE, CA 95661 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,023 | $82,202-53.7% | $125,339-69.7% | $64,808-41.3% |
| Participation rate | 51.3% | 77.9%-26.6pp | 82.4%-31.1pp | 71.5%-20.2pp |
| Annual return | -15.04% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,551 | $7,175-8.7% | $7,446-12.0% | $4,310+52.0% |
| Admin fee / account holder | $256 | $163+57.1% | $10,010-97.4% | $188+36.5% |