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) | $88,665 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,039 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,835 | $106,028+0.8% | $146,958-27.3% | $77,643+37.6% |
| Participation rate | 98.0% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 17.92% | 56.73%-38.8pp | 418.34%-400.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $8,662 | $4,063+113.2% | $4,933+75.6% | $2,726+217.8% |
| Participant deferral / active EE | $9,236 | $7,990+15.6% | $8,070+14.4% | $4,647+98.7% |
| Admin fee / account holder | $230 | $337-31.8% | $12,998-98.2% | $430-46.6% |