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 |
|---|---|---|
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,001 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,620 |
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 | $36,689 | $68,346-46.3% | $94,646-61.2% | $75,163-51.2% |
| Participation rate | 88.5% | 76.1%+12.4pp | 80.8%+7.7pp | 67.2%+21.3pp |
| Annual return | 21.74% | 616.93%-595.2pp | 156.71%-135.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,212 | $2,701-18.1% | $3,672-39.8% | $2,670-17.2% |
| Participant deferral / active EE | $4,250 | $6,537-35.0% | $7,418-42.7% | $4,125+3.0% |
| Admin fee / account holder | $162 | $5,326-97.0% | $7,231-97.8% | $5,651-97.1% |