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: ADVISED ASSET GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $24,409 |
WHALEN CAPITAL7+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $14,706 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,544 |
Service code 13 | Contract Administrator | $1,046 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,723 | $59,584-50.1% | $86,874-65.8% | $79,386-62.6% |
| Participation rate | 77.4% | 67.7%+9.7pp | 71.6%+5.7pp | 70.7%+6.7pp |
| Annual return | 9.34% | 23.15%-13.8pp | 63.52%-54.2pp | 116.85%-107.5pp |
| Employer contribution / active EE | $1,300 | $1,768-26.5% | $2,495-47.9% | $2,427-46.5% |
| Participant deferral / active EE | $1,371 | $3,036-54.9% | $3,699-62.9% | $4,046-66.1% |
| Admin fee / account holder | $173 | $604-71.3% | $5,828-97.0% | $626-72.3% |