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 | $23,233 |
WHALEN CAPITAL11+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $15,174 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,786 |
CORPORATE RETIREMENT SOLUTIONS LLC11+ years Service code 13 | Contract Administrator | $975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,999 | $65,561-51.2% | $91,541-65.0% | $74,304-56.9% |
| Participation rate | 82.9% | 56.6%+26.4pp | 69.8%+13.2pp | 60.3%+22.6pp |
| Annual return | 15.32% | 17.68%-2.4pp | 20.50%-5.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,221 | $1,717+29.4% | $2,505-11.3% | $2,241-0.9% |
| Participant deferral / active EE | $2,237 | $2,918-23.3% | $4,008-44.2% | $3,767-40.6% |
| Admin fee / account holder | $154 | $3,333-95.4% | $6,956-97.8% | $2,969-94.8% |