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 CAPITAL6 years Filed as: WHALEN CAPITAL INC. Service code 27 · EIN 81-0563242 | Advisory (Plan) | $24,423 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,381 |
Service code 13 · EIN 74-3189371 | Contract Administrator | $10,643 |
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 | $63,657 | $102,317-37.8% | $146,958-56.7% | $80,856-21.3% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 8.84% | 134.76%-125.9pp | 418.34%-409.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,673 | $3,713-54.9% | $4,933-66.1% | $2,755-39.3% |
| Participant deferral / active EE | $6,044 | $6,644-9.0% | $8,070-25.1% | $4,296+40.7% |
| Admin fee / account holder | $730 | $7,941-90.8% | $12,998-94.4% | $6,918-89.4% |