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 4-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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC4+ years Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,443 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,569 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,744 | $77,503+95.8% | $100,391+51.2% | $80,856+87.7% |
| Participation rate | 98.6% | 76.9%+21.6pp | 81.5%+17.1pp | 67.6%+30.9pp |
| Annual return | 17.64% | 37.20%-19.6pp | 49.20%-31.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $11,198 | $2,801+299.8% | $3,942+184.1% | $2,755+306.5% |
| Participant deferral / active EE | $18,541 | $6,820+171.9% | $8,082+129.4% | $4,296+331.6% |
| Admin fee / account holder | $292 | $5,897-95.0% | $7,899-96.3% | $6,918-95.8% |