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) | $37,757 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $14,485 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,925 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,599 | $89,808-52.6% | $100,391-57.6% | $77,643-45.1% |
| Participation rate | 96.8% | 81.2%+15.6pp | 81.5%+15.3pp | 70.6%+26.2pp |
| Annual return | 15.52% | 20.62%-5.1pp | 49.20%-33.7pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,328 | $3,039-23.4% | $3,942-40.9% | $2,726-14.6% |
| Participant deferral / active EE | $7,542 | $8,284-9.0% | $8,082-6.7% | $4,647+62.3% |
| Admin fee / account holder | $112 | $174-35.8% | $7,899-98.6% | $430-74.0% |