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: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $40,847 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $40,470 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,711 | $72,994+21.5% | $120,354-26.3% | $77,643+14.3% |
| Participation rate | 99.4% | 55.2%+44.2pp | 71.9%+27.5pp | 70.6%+28.9pp |
| Annual return | 15.99% | 18.23%-2.2pp | 107.15%-91.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,969 | $1,793+65.6% | $3,463-14.2% | $2,726+8.9% |
| Participant deferral / active EE | $4,570 | $3,011+51.8% | $4,991-8.4% | $4,647-1.7% |
| Admin fee / account holder | $138 | $658-79.0% | $9,423-98.5% | $430-67.9% |