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 STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,538 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,943 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,822 | $55,415+174.0% | $155,509-2.4% | $74,495+103.8% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 15.69% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $7,148 | $2,267+215.3% | $4,672+53.0% | $2,623+172.5% |
| Participant deferral / active EE | $5,875 | $2,836+107.2% | $5,626+4.4% | $4,346+35.2% |
| Admin fee / account holder | $212 | $1,738-87.8% | $15,912-98.7% | $1,942-89.1% |