Filed May 15, 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 | $28,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,242 | $122,693+2.1% | $184,203-32.0% | $199,593-37.3% |
| Participation rate | 99.1% | 86.8%+12.3pp | 86.8%+12.3pp | 72.0%+27.1pp |
| Annual return | 13.90% | 143.91%-130.0pp | 28.81%-14.9pp | 34.25%-20.4pp |
| Employer contribution / active EE | $5,083 | $4,584+10.9% | $6,427-20.9% | $3,034+67.5% |
| Participant deferral / active EE | $8,652 | $7,990+8.3% | $9,131-5.2% | $5,087+70.1% |
| Admin fee / account holder | $17 | $121-85.8% | $13,901-99.9% | $269-93.6% |