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) | $44,302 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,152 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,662 |
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 | $103,926 | $100,923+3.0% | $150,045-30.7% | $74,304+39.9% |
| Participation rate | 81.1% | 70.1%+11.1pp | 82.3%-1.2pp | 60.3%+20.8pp |
| Annual return | 16.65% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $5,159 | $3,463+49.0% | $4,693+9.9% | $2,241+130.2% |
| Participant deferral / active EE | $7,753 | $6,709+15.6% | $7,997-3.1% | $3,767+105.8% |
| Admin fee / account holder | $342 | $2,767-87.6% | $13,435-97.5% | $2,969-88.5% |