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) | $22,718 |
MAYER HOFFMAN MCCANN P.C.4 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $15,800 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $602 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,678 | $86,332+85.0% | $125,175+27.6% | $65,185+145.0% |
| Participation rate | 93.6% | 75.3%+18.3pp | 79.8%+13.8pp | 70.2%+23.4pp |
| Annual return | 19.01% | 27.43%-8.4pp | 43.79%-24.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,803 | $3,537+148.9% | $4,937+78.3% | $3,514+150.5% |
| Admin fee / account holder | $194 | $609-68.2% | $9,702-98.0% | $847-77.1% |