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 | $59,623+58.8% | $95,585-1.0% | $85,563+10.6% |
| Participation rate | 89.3% | 57.2%+32.0pp | 72.1%+17.2pp | 66.0%+23.3pp |
| Annual return | 14.99% | 18.22%-3.2pp | 38.56%-23.6pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,195 | $1,669+31.5% | $2,527-13.1% | $2,654-17.3% |
| Participant deferral / active EE | $6,800 | $3,357+102.5% | $4,023+69.0% | $4,375+55.4% |
| Admin fee / account holder | $239 | $650-63.3% | $6,127-96.1% | $834-71.4% |