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 |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $38,072 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $31,613 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,423 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,418 | $62,581+79.6% | $124,672-9.8% | $86,799+29.5% |
| Participation rate | 89.8% | 56.9%+32.9pp | 74.6%+15.1pp | 72.3%+17.5pp |
| Annual return | 16.24% | 26.67%-10.4pp | 5142.93%-5126.7pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,344 | $1,604+46.1% | $3,324-29.5% | $2,405-2.6% |
| Participant deferral / active EE | $3,810 | $2,725+39.8% | $4,614-17.4% | $4,131-7.8% |
| Admin fee / account holder | $136 | $170-19.9% | $7,493-98.2% | $170-19.8% |