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 | $82,211 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $51,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,417 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $12,285 |
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 | $176,767 | $82,917+113.2% | $103,333+71.1% | $77,643+127.7% |
| Participation rate | 98.1% | 71.6%+26.5pp | 74.5%+23.6pp | 70.6%+27.5pp |
| Annual return | 12.20% | 19.13%-6.9pp | 24.88%-12.7pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,104 | $3,552-12.6% | $3,868-19.7% | $2,726+13.9% |
| Participant deferral / active EE | $9,652 | $4,108+134.9% | $5,057+90.9% | $4,647+107.7% |
| Admin fee / account holder | $407 | $638-36.2% | $8,355-95.1% | $430-5.4% |