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) | $28,416 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,783 | $80,724-42.0% | $103,333-54.7% | $74,495-37.2% |
| Participation rate | 58.7% | 65.7%-7.0pp | 74.5%-15.8pp | 67.2%-8.5pp |
| Annual return | 13.45% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,040 | $3,157-35.4% | $3,868-47.2% | $2,623-22.2% |
| Participant deferral / active EE | $3,932 | $3,860+1.9% | $5,057-22.3% | $4,346-9.5% |
| Admin fee / account holder | $399 | $2,368-83.1% | $8,355-95.2% | $1,942-79.4% |