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 |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,281 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,510 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1237041 | Advisory (Plan) | $9,780 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,193 | $89,282-61.7% | $94,646-63.9% | $74,419-54.1% |
| Participation rate | 98.1% | 82.4%+15.6pp | 80.8%+17.2pp | 70.7%+27.3pp |
| Annual return | 19.92% | 25.96%-6.0pp | 156.71%-136.8pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,998 | $3,022-33.9% | $3,672-45.6% | $2,637-24.3% |
| Participant deferral / active EE | $6,268 | $8,425-25.6% | $7,418-15.5% | $4,528+38.4% |
| Admin fee / account holder | $100 | $219-54.5% | $7,231-98.6% | $348-71.4% |