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: ALERA GROUP INC DBA ALERA INVESTMEN Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $68,678 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,371 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,578 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,924 | $100,227-26.2% | $169,993-56.5% | $74,419-0.7% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.0%+12.6pp | 70.7%+28.9pp |
| Annual return | 102.88% | 66.08%+36.8pp | 53.37%+49.5pp | 34.38%+68.5pp |
| Employer contribution / active EE | $5,258 | $4,263+23.3% | $6,785-22.5% | $2,637+99.4% |
| Participant deferral / active EE | $4,353 | $7,143-39.1% | $10,408-58.2% | $4,528-3.9% |
| Admin fee / account holder | $162 | $234-31.0% | $12,815-98.7% | $348-53.5% |