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 9-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) | $16,775 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,608 | $80,731-75.7% | $103,374-81.0% | $74,546-73.7% |
| Participation rate | 93.7% | 65.7%+28.0pp | 74.5%+19.2pp | 67.2%+26.5pp |
| Annual return | 12.60% | 27.56%-15.0pp | 24.89%-12.3pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,513 | $3,158-20.4% | $3,869-35.1% | $2,624-4.2% |
| Participant deferral / active EE | $3,563 | $3,860-7.7% | $5,058-29.6% | $4,347-18.0% |
| Admin fee / account holder | $164 | $2,369-93.1% | $8,394-98.0% | $1,944-91.5% |