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) | $25,727 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,272 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,153 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,539 | $44,960-43.2% | $84,966-69.9% | $74,495-65.7% |
| Participation rate | 95.5% | 49.4%+46.1pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 13.21% | 26.24%-13.0pp | 66.38%-53.2pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,570 | $1,457+7.8% | $2,727-42.4% | $2,623-40.1% |
| Participant deferral / active EE | $3,107 | $2,731+13.8% | $4,519-31.3% | $4,346-28.5% |
| Admin fee / account holder | $216 | $2,209-90.2% | $6,149-96.5% | $1,942-88.9% |