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) | $71,927 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,658 | $51,895+82.4% | $93,063+1.7% | $79,634+18.9% |
| Participation rate | 89.3% | 52.6%+36.7pp | 72.1%+17.2pp | 62.5%+26.8pp |
| Annual return | 14.99% | 18.14%-3.1pp | 34.15%-19.2pp | 36.46%-21.5pp |
| Employer contribution / active EE | $2,195 | $1,561+40.6% | $2,476-11.4% | $2,529-13.2% |
| Participant deferral / active EE | $6,800 | $2,964+129.4% | $3,958+71.8% | $3,835+77.3% |
| Admin fee / account holder | $239 | $657-63.7% | $6,033-96.0% | $1,002-76.2% |