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) | $26,163 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,577 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $5,980 |
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 | $144,851 | $96,128+50.7% | $136,007+6.5% | $80,856+79.1% |
| Participation rate | 75.7% | 71.2%+4.5pp | 76.5%-0.8pp | 67.6%+8.1pp |
| Annual return | 25.82% | 28.71%-2.9pp | 579.32%-553.5pp | 35.59%-9.8pp |
| Employer contribution / active EE | $5,253 | $3,351+56.7% | $4,217+24.6% | $2,755+90.7% |
| Participant deferral / active EE | $12,541 | $5,709+119.7% | $7,025+78.5% | $4,296+191.9% |
| Admin fee / account holder | $424 | $8,236-94.9% | $6,858-93.8% | $6,918-93.9% |