Filed March 20, 2026 (most recent of 6 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 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,455 |
Filed as: ALERA GROUP INC DBA ALERA INVESTMEN Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $52,721 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,344 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,729 | $86,897-24.4% | $151,611-56.6% | $64,808+1.4% |
| Participation rate | 95.8% | 87.3%+8.5pp | 87.5%+8.3pp | 71.5%+24.3pp |
| Annual return | -15.82% | -3.57%-12.3pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,648 | $4,010-9.0% | $6,166-40.8% | $2,506+45.6% |
| Participant deferral / active EE | $5,250 | $6,690-21.5% | $8,363-37.2% | $4,310+21.8% |
| Admin fee / account holder | $282 | $153+84.7% | $11,616-97.6% | $188+50.4% |