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 |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $44,332 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,076 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,644 |
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 | $123,302 | $60,989+102.2% | $60,874+102.6% | $66,914+84.3% |
| Participation rate | 82.4% | 74.5%+7.9pp | 73.1%+9.2pp | 69.8%+12.5pp |
| Annual return | -15.16% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,425 | $2,661-8.8% | $2,701-10.2% | $2,544-4.7% |
| Participant deferral / active EE | $7,303 | $3,615+102.0% | $3,817+91.3% | $4,237+72.4% |
| Admin fee / account holder | $497 | $338+46.9% | $3,224-84.6% | $593-16.2% |