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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $623,969 |
NORTHERN CAPITAL MANAGEMENT7 years Service code 33 · EIN 91-1548437 | Securities brokerage commissions and ... | $11,779 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,151 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,192 | $67,679+3.7% | $155,509-54.9% | $99,062-29.1% |
| Participation rate | 89.0% | 67.2%+21.8pp | 78.2%+10.8pp | 71.6%+17.4pp |
| Annual return | 120.79% | 16.16%+104.6pp | 64.67%+56.1pp | 17.66%+103.1pp |
| Employer contribution / active EE | $1,401 | $2,268-38.2% | $4,672-70.0% | $3,262-57.0% |
| Participant deferral / active EE | $4,074 | $3,828+6.4% | $5,626-27.6% | $5,331-23.6% |
| Admin fee / account holder | $56 | $94-39.9% | $15,912-99.6% | $109-48.3% |