Filed September 17, 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 9-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,455 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $42,154 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $85 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,926 | $79,700+35.4% | $153,485-29.7% | $74,495+44.9% |
| Participation rate | 77.5% | 69.8%+7.6pp | 77.1%+0.4pp | 67.2%+10.3pp |
| Annual return | 12.73% | 15.07%-2.3pp | 15.65%-2.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,760 | $4,016-31.3% | $5,039-45.2% | $2,623+5.2% |
| Participant deferral / active EE | $7,077 | $5,315+33.2% | $6,757+4.7% | $4,346+62.9% |
| Admin fee / account holder | $407 | $1,790-77.3% | $12,724-96.8% | $1,942-79.0% |