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 SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $40,370 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,480 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,065 | $88,083+99.9% | $164,813+6.8% | $74,495+136.3% |
| Participation rate | 92.9% | 73.0%+19.8pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 11.97% | 17.26%-5.3pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,778 | $2,593-31.4% | $4,341-59.0% | $2,623-32.2% |
| Participant deferral / active EE | $11,111 | $4,498+147.0% | $6,031+84.2% | $4,346+155.7% |
| Admin fee / account holder | $238 | $2,234-89.3% | $12,690-98.1% | $1,942-87.7% |