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) | $44,654 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,909 | $46,464+82.7% | $150,298-43.5% | $79,634+6.6% |
| Participation rate | 51.2% | 57.0%-5.7pp | 77.8%-26.5pp | 62.5%-11.3pp |
| Annual return | 16.14% | 27.89%-11.8pp | 62.79%-46.6pp | 36.46%-20.3pp |
| Employer contribution / active EE | $1,020 | $1,512-32.5% | $4,154-75.4% | $2,529-59.7% |
| Participant deferral / active EE | $4,868 | $2,157+125.7% | $5,453-10.7% | $3,835+26.9% |
| Admin fee / account holder | $168 | $891-81.1% | $14,116-98.8% | $1,002-83.2% |