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 | $21,416 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,860 |
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 | $57,619 | $49,915+15.4% | $154,803-62.8% | $74,304-22.5% |
| Participation rate | 93.2% | 54.0%+39.2pp | 78.1%+15.1pp | 60.3%+32.8pp |
| Annual return | 13.77% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,537 | $1,611-4.6% | $4,305-64.3% | $2,241-31.4% |
| Participant deferral / active EE | $2,258 | $2,255+0.2% | $5,540-59.2% | $3,767-40.1% |
| Admin fee / account holder | $132 | $2,189-94.0% | $14,329-99.1% | $2,969-95.6% |