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) | $18,052 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,952 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,787 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,712 | $37,393-58.0% | $77,024-79.6% | $66,914-76.5% |
| Participation rate | 90.9% | 52.9%+38.0pp | 67.9%+23.0pp | 69.8%+21.1pp |
| Annual return | -13.95% | -3.29%-10.7pp | 42.32%-56.3pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,140 | $1,531-25.5% | $2,812-59.5% | $2,544-55.2% |
| Participant deferral / active EE | $2,649 | $2,617+1.2% | $4,426-40.2% | $4,237-37.5% |
| Admin fee / account holder | $148 | $567-73.8% | $5,425-97.3% | $593-75.0% |