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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,273 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,311 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $32,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,273 | $52,122+46.3% | $104,294-26.9% | $64,808+17.7% |
| Participation rate | 92.7% | 56.0%+36.7pp | 73.3%+19.4pp | 71.5%+21.2pp |
| Annual return | -16.63% | 13.26%-29.9pp | 24.61%-41.2pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,577 | $1,627+58.4% | $3,372-23.6% | $2,506+2.8% |
| Participant deferral / active EE | $3,870 | $2,823+37.1% | $4,625-16.3% | $4,310-10.2% |
| Admin fee / account holder | $101 | $155-34.8% | $7,339-98.6% | $188-46.4% |