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) | $20,501 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,508 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,675 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,497 | $86,944-75.3% | $107,525-80.0% | $74,304-71.1% |
| Participation rate | 97.7% | 59.6%+38.1pp | 75.1%+22.6pp | 60.3%+37.3pp |
| Annual return | 16.20% | 23.52%-7.3pp | 181.32%-165.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,840 | $2,757+3.0% | $3,754-24.3% | $2,241+26.7% |
| Participant deferral / active EE | $4,417 | $3,554+24.3% | $5,116-13.7% | $3,767+17.2% |
| Admin fee / account holder | $205 | $3,727-94.5% | $8,919-97.7% | $2,969-93.1% |