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 | $20,351 |
WHALEN CAPITAL10+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $13,382 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $7,657 |
CORPORATE RETIREMENT SOLUTIONS LLC10+ years Service code 13 | Contract Administrator | $1,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,991 | $62,127-46.9% | $81,382-59.5% | $74,495-55.7% |
| Participation rate | 85.2% | 64.0%+21.2pp | 69.5%+15.7pp | 67.2%+18.0pp |
| Annual return | 6.53% | 16.48%-10.0pp | 24.73%-18.2pp | 1364.94%-1358.4pp |
| Employer contribution / active EE | $2,406 | $1,882+27.8% | $2,463-2.3% | $2,623-8.3% |
| Participant deferral / active EE | $2,450 | $3,229-24.1% | $3,883-36.9% | $4,346-43.6% |
| Admin fee / account holder | $177 | $1,934-90.8% | $5,768-96.9% | $1,942-90.9% |