See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,984 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,162 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,456 | $26,549-15.4% | $61,373-63.4% | $66,914-66.4% |
| Participation rate | 22.1% | 38.1%-16.0pp | 52.6%-30.5pp | 69.8%-47.7pp |
| Annual return | -16.02% | -16.21%+0.2pp | 338.61%-354.6pp | 1.58%-17.6pp |
| Employer contribution / active EE | $338 | $651-48.1% | $1,159-70.9% | $2,544-86.7% |
| Participant deferral / active EE | $842 | $1,338-37.1% | $2,125-60.4% | $4,237-80.1% |
| Admin fee / account holder | $279 | $409-31.6% | $2,130-86.9% | $593-52.9% |