Filed August 5, 2026 (most recent of 2 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,338 | $45,602+14.8% | $117,472-55.4% | $66,914-21.8% |
| Participation rate | 79.1% | 57.6%+21.4pp | 70.6%+8.5pp | 69.8%+9.3pp |
| Annual return | -7.56% | -16.74%+9.2pp | 29.74%-37.3pp | 1.58%-9.1pp |
| Employer contribution / active EE | $2,063 | $1,579+30.7% | $4,176-50.6% | $2,544-18.9% |
| Participant deferral / active EE | $3,872 | $2,845+36.1% | $4,070-4.9% | $4,237-8.6% |
| Admin fee / account holder | $18 | $661-97.3% | $5,645-99.7% | $593-97.0% |