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 | $50,982+66.5% | $154,803-45.2% | $85,563-0.8% |
| Participation rate | 51.2% | 59.8%-8.6pp | 78.1%-26.9pp | 66.0%-14.7pp |
| Annual return | 16.14% | 30.35%-14.2pp | 58.88%-42.7pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,020 | $1,708-40.3% | $4,305-76.3% | $2,654-61.6% |
| Participant deferral / active EE | $4,868 | $2,474+96.7% | $5,540-12.1% | $4,375+11.3% |
| Admin fee / account holder | $168 | $846-80.1% | $14,329-98.8% | $834-79.8% |