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) | $85,497 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,741 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,298 |
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 | $86,720 | $106,110-18.3% | $147,005-41.0% | $77,671+11.7% |
| Participation rate | 81.0% | 78.4%+2.6pp | 82.2%-1.1pp | 70.6%+10.4pp |
| Annual return | 39.87% | 56.77%-16.9pp | 418.76%-378.9pp | 31.21%+8.7pp |
| Employer contribution / active EE | $6,115 | $4,065+50.4% | $4,934+23.9% | $2,726+124.3% |
| Participant deferral / active EE | $10,271 | $7,992+28.5% | $8,070+27.3% | $4,648+121.0% |
| Admin fee / account holder | $325 | $338-3.7% | $13,006-97.5% | $430-24.4% |