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 | $23,644 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,043 |
Service code 29 · EIN 20-4780677 | Legal | $1,690 |
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 | $83,066 | $81,248+2.2% | $155,509-46.6% | $80,856+2.7% |
| Participation rate | 92.4% | 66.2%+26.2pp | 78.2%+14.2pp | 67.6%+24.8pp |
| Annual return | 15.97% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $6,248 | $3,100+101.5% | $4,672+33.7% | $2,755+126.8% |
| Participant deferral / active EE | $6,988 | $3,452+102.5% | $5,626+24.2% | $4,296+62.7% |
| Admin fee / account holder | $217 | $7,997-97.3% | $15,912-98.6% | $6,918-96.9% |