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 ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,242 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,150 | $52,406+14.8% | $129,207-53.4% | $74,495-19.3% |
| Participation rate | 26.0% | 53.8%-27.8pp | 69.6%-43.6pp | 67.2%-41.2pp |
| Annual return | 10.83% | 15.66%-4.8pp | 9417.33%-9406.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,090 | $1,531+36.6% | $4,153-49.7% | $2,623-20.3% |
| Participant deferral / active EE | $4,508 | $2,794+61.3% | $4,168+8.2% | $4,346+3.7% |
| Admin fee / account holder | $17 | $2,633-99.4% | $7,715-99.8% | $1,942-99.1% |