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) | $34,277 |
Filed as: CBIZ CPAS P.C. Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $17,788 |
JPMORGAN INVEST HOLDINGS LLC9+ 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 | $176,747 | $82,978+113.0% | $129,995+36.0% | $71,457+147.3% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.2pp |
| Annual return | 16.33% | 20.60%-4.3pp | -137.18%+153.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,739 | $2,622-33.7% | $4,320-59.7% | $2,588-32.8% |
| Participant deferral / active EE | $10,330 | $4,432+133.1% | $5,820+77.5% | $4,289+140.9% |
| Admin fee / account holder | $267 | $1,729-84.5% | $10,614-97.5% | $1,587-83.2% |