See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $28,495 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,733 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,859 |
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 | $83,216 | $100,923-17.5% | $150,045-44.5% | $74,304+12.0% |
| Participation rate | 46.6% | 70.1%-23.5pp | 82.3%-35.7pp | 60.3%-13.7pp |
| Annual return | 19.99% | 51.77%-31.8pp | 62.55%-42.6pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,838 | $3,463-46.9% | $4,693-60.8% | $2,241-18.0% |
| Participant deferral / active EE | $4,705 | $6,709-29.9% | $7,997-41.2% | $3,767+24.9% |
| Admin fee / account holder | $506 | $2,767-81.7% | $13,435-96.2% | $2,969-83.0% |