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 STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,887 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,347 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $3,773 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,548 | $83,427+8.5% | $115,756-21.8% | $68,494+32.2% |
| Participation rate | 86.2% | 71.9%+14.3pp | 77.1%+9.1pp | 67.9%+18.3pp |
| Annual return | -16.61% | -10.95%-5.7pp | 143.14%-159.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,230 | $3,075+37.6% | $3,793+11.5% | $2,596+62.9% |
| Participant deferral / active EE | $9,563 | $5,355+78.6% | $6,254+52.9% | $4,027+137.4% |
| Admin fee / account holder | $308 | $5,708-94.6% | $8,124-96.2% | $5,403-94.3% |