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 3-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 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $20,749 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,300 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $11,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,763 | $55,371+109.1% | $95,585+21.1% | $74,304+55.8% |
| Participation rate | 92.1% | 53.8%+38.3pp | 72.1%+20.0pp | 60.3%+31.8pp |
| Annual return | 17.76% | 24.26%-6.5pp | 38.56%-20.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,233 | $1,437+125.0% | $2,527+28.0% | $2,241+44.3% |
| Participant deferral / active EE | $4,435 | $2,955+50.1% | $4,023+10.3% | $3,767+17.7% |
| Admin fee / account holder | $290 | $2,620-88.9% | $6,127-95.3% | $2,969-90.2% |