Filed June 18, 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 |
|---|---|---|
Service code 55 1250 CAPITAL OF TEXAS HWY S · WEST LAKE HILLS, TX 78746 | Other Commissions | $92,924 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,136 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,527 | $26,033-63.4% | $74,583-87.2% | $329,111-97.1% |
| Participation rate | 14.4% | 26.0%-11.5pp | 68.1%-53.7pp | 67.9%-53.4pp |
| Annual return | 7.39% | 33.64%-26.2pp | 20.47%-13.1pp | 16.35%-9.0pp |
| Employer contribution / active EE | $66 | $317-79.3% | $2,525-97.4% | $2,303-97.1% |
| Participant deferral / active EE | $270 | $825-67.2% | $3,458-92.2% | $3,682-92.7% |
| Admin fee / account holder | $17 | $62-73.0% | $4,138-99.6% | $754-97.8% |