Filed December 18, 2025 (most recent of 5 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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $181,266 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $104,986 |
Service code 26 · EIN 20-1665305 | Advisory (Participants) | $2,331 |
Service code 26 · EIN 25-1879568 | Advisory (Participants) | $1,662 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $721 |
Service code 26 · EIN 83-2676110 | Advisory (Participants) | $387 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,989 | $83,057-60.3% | $143,757-77.1% | $89,394-63.1% |
| Participation rate | 84.1% | 74.0%+10.1pp | 80.3%+3.8pp | 71.3%+12.8pp |
| Annual return | -15.29% | -13.97%-1.3pp | -0.04%-15.2pp | -11.89%-3.4pp |
| Employer contribution / active EE | $4,504 | $2,095+115.0% | $4,951-9.0% | $3,022+49.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $25 | $83-70.4% | $14,673-99.8% | $79-69.1% |