Filed April 16, 2026
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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $69,295 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,227 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,227 |
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $38 |
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 | $101,904 | $95,274+7.0% | $135,903-25.0% | $74,419+36.9% |
| Participation rate | 94.9% | 78.2%+16.7pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 25.29% | 32.77%-7.5pp | 68.23%-42.9pp | 34.38%-9.1pp |
| Employer contribution / active EE | $2,562 | $3,874-33.9% | $4,856-47.3% | $2,637-2.9% |
| Participant deferral / active EE | $8,681 | $7,782+11.5% | $7,758+11.9% | $4,528+91.7% |
| Admin fee / account holder | $195 | $266-26.8% | $10,762-98.2% | $348-44.0% |