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 10-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 |
|---|---|---|
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $28,597 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $13,554 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,341 | $50,529-2.4% | $66,042-25.3% | $85,563-42.3% |
| Participation rate | 75.0% | 57.7%+17.3pp | 67.5%+7.5pp | 66.0%+9.1pp |
| Annual return | 16.61% | 18.34%-1.7pp | 52.11%-35.5pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,279 | $1,111+15.2% | $1,579-19.0% | $2,654-51.8% |
| Participant deferral / active EE | $4,129 | $2,768+49.2% | $2,835+45.6% | $4,375-5.6% |
| Admin fee / account holder | $84 | $1,005-91.6% | $5,747-98.5% | $834-89.9% |