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) | $18,221 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,801 |
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 | $49,067 | $89,265-45.0% | $86,436-43.2% | - |
| Participation rate | 54.5% | 72.3%-17.8pp | 80.3%-25.8pp | - |
| Annual return | -15.84% | 5.21%-21.1pp | 4394.89%-4410.7pp | - |
| Employer contribution / active EE | $0 | $2,858-100.0% | $3,769-100.0% | - |
| Participant deferral / active EE | $9,357 | $6,641+40.9% | $6,952+34.6% | - |
| Admin fee / account holder | $139 | $4,433-96.9% | $6,731-97.9% | - |