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) | $46,120 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,498 | $62,327+136.7% | $120,354+22.6% | $74,495+98.0% |
| Participation rate | 72.7% | 56.8%+15.9pp | 71.9%+0.8pp | 67.2%+5.5pp |
| Annual return | 10.92% | 18.61%-7.7pp | 107.15%-96.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $3,673 | $1,843+99.3% | $3,463+6.1% | $2,623+40.0% |
| Participant deferral / active EE | $5,624 | $2,893+94.4% | $4,991+12.7% | $4,346+29.4% |
| Admin fee / account holder | $585 | $2,396-75.6% | $9,423-93.8% | $1,942-69.9% |