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 7-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 55 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Other Commissions | $15,352 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,599 |
Service code 29 · EIN 20-4780677 | Legal | $210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,351 | $73,867-4.8% | $143,757-51.1% | $68,494+2.7% |
| Participation rate | 95.1% | 66.7%+28.4pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -14.37% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $6,901 | $3,184+116.7% | $4,951+39.4% | $2,596+165.8% |
| Participant deferral / active EE | $7,261 | $3,384+114.5% | $5,637+28.8% | $4,027+80.3% |
| Admin fee / account holder | $165 | $5,755-97.1% | $14,673-98.9% | $5,403-96.9% |