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 | $24,266 |
WHALEN CAPITAL9+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $17,768 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8,805 |
Service code 13 | Contract Administrator | $1,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,192 | $56,423-46.5% | $77,163-60.9% | $71,457-57.7% |
| Participation rate | 87.0% | 64.3%+22.6pp | 69.6%+17.4pp | 67.9%+19.0pp |
| Annual return | 15.16% | 19.05%-3.9pp | 37.87%-22.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,251 | $1,866+20.6% | $2,535-11.2% | $2,588-13.0% |
| Participant deferral / active EE | $2,241 | $3,142-28.7% | $3,833-41.5% | $4,289-47.8% |
| Admin fee / account holder | $198 | $1,429-86.2% | $5,472-96.4% | $1,587-87.5% |