See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,114 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,419 |
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 | $58,753 | $77,145-23.8% | $108,410-45.8% | $85,850-31.6% |
| Participation rate | 58.2% | 74.7%-16.5pp | 80.1%-22.0pp | 69.3%-11.2pp |
| Annual return | 19.38% | 44.54%-25.2pp | 905.27%-885.9pp | 318.53%-299.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,655 | $5,566+91.4% | $6,563+62.4% | $3,952+169.6% |
| Admin fee / account holder | $141 | $5,172-97.3% | $7,295-98.1% | $6,260-97.8% |