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) | $37,692 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,472 | $101,317-8.7% | $146,958-37.1% | $74,495+24.1% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 13.24% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $6,266 | $3,810+64.5% | $4,933+27.0% | $2,623+138.9% |
| Participant deferral / active EE | $9,683 | $7,303+32.6% | $8,070+20.0% | $4,346+122.8% |
| Admin fee / account holder | $295 | $1,739-83.0% | $12,998-97.7% | $1,942-84.8% |