Filed September 4, 2025
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 RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 | Investment Management | $17,422 |
WHALEN CAPITAL5+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $12,659 |
Service code 13 | Contract Administrator | $1,125 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,974 | $50,666-36.9% | $76,817-58.4% | $65,185-50.9% |
| Participation rate | 64.2% | 68.8%-4.6pp | 72.1%-7.9pp | 70.2%-6.0pp |
| Annual return | 16.14% | 28.51%-12.4pp | 1166.11%-1150.0pp | 29.38%-13.2pp |
| Employer contribution / active EE | $1,376 | $1,575-12.7% | $2,302-40.2% | $2,177-36.8% |
| Participant deferral / active EE | $1,452 | $2,647-45.1% | $3,336-56.5% | $3,514-58.7% |
| Admin fee / account holder | $119 | $463-74.4% | $6,420-98.2% | $847-86.0% |