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 ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $27,728 |
WHALEN CAPITAL8+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $13,401 |
Service code 13 | Contract Administrator | $1,211 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,278 | $50,199-45.7% | $70,092-61.1% | $66,914-59.2% |
| Participation rate | 75.7% | 66.3%+9.4pp | 70.5%+5.3pp | 69.8%+5.9pp |
| Annual return | -12.00% | -13.85%+1.8pp | 190.73%-202.7pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,424 | $1,864-23.6% | $2,559-44.4% | $2,544-44.0% |
| Participant deferral / active EE | $1,541 | $3,112-50.5% | $3,849-60.0% | $4,237-63.6% |
| Admin fee / account holder | $192 | $600-68.1% | $6,267-96.9% | $593-67.7% |