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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,702 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,707 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,737 | $71,516-36.0% | $98,439-53.5% | $71,457-36.0% |
| Participation rate | 96.6% | 72.7%+23.9pp | 75.2%+21.4pp | 67.9%+28.7pp |
| Annual return | 16.24% | 32.41%-16.2pp | 21.16%-4.9pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,517 | $2,399-36.7% | $3,048-50.2% | $2,588-41.4% |
| Participant deferral / active EE | $4,355 | $4,109+6.0% | $4,738-8.1% | $4,289+1.5% |
| Admin fee / account holder | $165 | $1,675-90.1% | $8,948-98.2% | $1,587-89.6% |