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 |
|---|---|---|
PENSION DYNAMICS COMPANY LLC6+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $18,031 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,570 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $160 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,517 | $95,762+0.8% | $379,746-74.6% | $79,858+20.9% |
| Participation rate | 87.1% | 74.0%+13.2pp | 78.4%+8.7pp | 69.6%+17.5pp |
| Annual return | 16.29% | 18.26%-2.0pp | 34.90%-18.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,300 | $2,695+22.4% | $3,540-6.8% | $2,471+33.5% |
| Participant deferral / active EE | $6,736 | $4,705+43.2% | $6,024+11.8% | $3,740+80.1% |
| Admin fee / account holder | $212 | $6,745-96.9% | $7,927-97.3% | $5,306-96.0% |