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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $430,543 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $14,340 |
NORTHERN CAPITAL MANAGEMENT5 years Service code 33 · EIN 91-1548437 | Securities brokerage commissions and ... | $9,300 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $346 |
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 | $43,074 | $52,346-17.7% | $143,757-70.0% | $78,044-44.8% |
| Participation rate | 94.5% | 72.7%+21.8pp | 80.3%+14.2pp | 74.4%+20.1pp |
| Annual return | -15.00% | -14.19%-0.8pp | -0.04%-15.0pp | 10.87%-25.9pp |
| Employer contribution / active EE | $1,709 | $2,131-19.8% | $4,951-65.5% | $3,125-45.3% |
| Participant deferral / active EE | $5,217 | $3,800+37.3% | $5,637-7.5% | $5,084+2.6% |
| Admin fee / account holder | $66 | $63+4.6% | $14,673-99.5% | $79-15.9% |