See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,468 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,762 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $4,694 |
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 | $89,489 | $34,934+156.2% | $56,411+58.6% | $74,495+20.1% |
| Participation rate | 71.4% | 32.8%+38.6pp | 52.5%+19.0pp | 67.2%+4.2pp |
| Annual return | 23.42% | 25.94%-2.5pp | 1701.33%-1677.9pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $4,448 | $609+630.4% | $1,039+328.3% | $2,623+69.6% |
| Participant deferral / active EE | $9,561 | $1,170+716.9% | $1,952+389.8% | $4,346+120.0% |
| Admin fee / account holder | $399 | $2,364-83.1% | $2,829-85.9% | $1,942-79.5% |