See peer percentile detail. $4.99 for your first month.
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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) | $12,686 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,439 | $70,475-27.0% | $100,516-48.8% | $79,858-35.6% |
| Participation rate | 63.2% | 73.7%-10.4pp | 79.4%-16.2pp | 69.6%-6.4pp |
| Annual return | 24.08% | 21.90%+2.2pp | 30.89%-6.8pp | 31.71%-7.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,751 | $5,181+204.0% | $6,270+151.2% | $3,740+321.1% |
| Admin fee / account holder | $118 | $4,478-97.4% | $8,081-98.5% | $5,306-97.8% |