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) | $44,132 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ MHM LL Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $17,078 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,946 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $172,163 | $109,413+57.4% | $156,263+10.2% | $84,808+103.0% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 5.14% | 20.18%-15.0pp | 59.47%-54.3pp | 40.90%-35.8pp |
| Employer contribution / active EE | $3,783 | $2,907+30.1% | $4,333-12.7% | $2,631+43.8% |
| Participant deferral / active EE | $7,812 | $4,590+70.2% | $6,158+26.9% | $4,212+85.5% |
| Admin fee / account holder | $623 | $9,357-93.3% | $14,255-95.6% | $7,344-91.5% |