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 | $18,003 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,991 |
Service code 29 · EIN 20-4780677 | Legal | $430 |
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 | $73,842 | $77,899-5.2% | $149,673-50.7% | $75,163-1.8% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 13.40% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $5,527 | $3,137+76.2% | $4,818+14.7% | $2,670+107.0% |
| Participant deferral / active EE | $6,498 | $3,411+90.5% | $5,680+14.4% | $4,125+57.5% |
| Admin fee / account holder | $182 | $5,956-96.9% | $13,210-98.6% | $5,651-96.8% |