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) | $49,740 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,179 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,389 | $53,136-44.7% | $155,509-81.1% | $199,593-85.3% |
| Participation rate | 33.2% | 64.1%-30.9pp | 78.2%-45.0pp | 72.0%-38.8pp |
| Annual return | 11.16% | 41.15%-30.0pp | 64.67%-53.5pp | 34.25%-23.1pp |
| Employer contribution / active EE | $929 | $1,851-49.8% | $4,672-80.1% | $3,034-69.4% |
| Participant deferral / active EE | $1,985 | $3,161-37.2% | $5,626-64.7% | $5,087-61.0% |
| Admin fee / account holder | $188 | $185+1.5% | $15,912-98.8% | $269-30.0% |