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 |
|---|---|---|
WHALEN CAPITAL5 years Filed as: WHALEN CAPITAL INC. Service code 27 · EIN 81-0563242 | Advisory (Plan) | $19,892 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,446 |
Service code 13 · EIN 74-3189371 | Contract Administrator | $12,391 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,859 | $93,571-41.4% | $135,903-59.6% | $75,163-27.0% |
| Participation rate | 84.5% | 75.2%+9.3pp | 81.9%+2.6pp | 67.2%+17.3pp |
| Annual return | 10.53% | 30.90%-20.4pp | 68.23%-57.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,419 | $3,537-59.9% | $4,856-70.8% | $2,670-46.8% |
| Participant deferral / active EE | $5,284 | $6,404-17.5% | $7,758-31.9% | $4,125+28.1% |
| Admin fee / account holder | $673 | $6,975-90.4% | $10,762-93.8% | $5,651-88.1% |