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) | $21,037 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,628 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,097 | $41,078-43.8% | $80,569-71.3% | $71,457-67.7% |
| Participation rate | 87.7% | 50.2%+37.5pp | 67.0%+20.7pp | 67.9%+19.8pp |
| Annual return | 17.78% | 38.45%-20.7pp | 935.43%-917.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,464 | $1,506-2.8% | $2,723-46.2% | $2,588-43.4% |
| Participant deferral / active EE | $2,920 | $2,699+8.2% | $4,447-34.3% | $4,289-31.9% |
| Admin fee / account holder | $184 | $1,840-90.0% | $5,377-96.6% | $1,587-88.4% |