Filed November 24, 2025
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 | $128,247 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,816 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $35,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,170 | $122,186+1.6% | $146,958-15.5% | $199,593-37.8% |
| Participation rate | 95.0% | 78.3%+16.7pp | 82.2%+12.8pp | 72.0%+23.0pp |
| Annual return | 16.38% | 30.56%-14.2pp | 418.34%-402.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $9,866 | $4,093+141.1% | $4,933+100.0% | $3,034+225.2% |
| Participant deferral / active EE | $8,751 | $8,502+2.9% | $8,070+8.4% | $5,087+72.0% |
| Admin fee / account holder | $183 | $179+2.4% | $12,998-98.6% | $269-31.9% |