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 13 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Contract Administrator | $65,520 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,273 |
Filed as: CBIZ ACCOUNTING TAX & ADVISORY OF W Service code 10 6050 OAK TREE BLVD STE 500 · CLEVELAND, OH 44131 | Accounting | $12,000 |
OLD REPUBLIC SURETY COMPANY3 years Service code 99 PO BOX 1635 · MILWAUKEE, WI 53201 | Other Fees | $150 |
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 | $76,207 | $119,446-36.2% | $150,045-49.2% | $85,563-10.9% |
| Participation rate | 84.2% | 75.4%+8.8pp | 82.3%+1.9pp | 66.0%+18.2pp |
| Annual return | 17.01% | 23.72%-6.7pp | 62.55%-45.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,607 | $4,078-60.6% | $4,693-65.8% | $2,654-39.4% |
| Participant deferral / active EE | $6,827 | $7,985-14.5% | $7,997-14.6% | $4,375+56.0% |
| Admin fee / account holder | $392 | $548-28.3% | $13,435-97.1% | $834-53.0% |