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) | $24,123 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,618 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,519 | $48,230+23.4% | $67,502-11.8% | $80,856-26.4% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.6%+29.1pp |
| Annual return | 10.13% | 18.28%-8.1pp | 3512.12%-3502.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,648 | $2,020+80.6% | $2,731+33.6% | $2,755+32.4% |
| Participant deferral / active EE | $4,548 | $2,924+55.5% | $4,000+13.7% | $4,296+5.9% |
| Admin fee / account holder | $318 | $3,681-91.4% | $3,998-92.0% | $6,918-95.4% |