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) | $19,377 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,342 |
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 | $61,894 | $69,477-10.9% | $94,646-34.6% | $71,457-13.4% |
| Participation rate | 57.1% | 78.4%-21.3pp | 80.8%-23.7pp | 67.9%-10.8pp |
| Annual return | 22.54% | 29.66%-7.1pp | 156.71%-134.2pp | 28.85%-6.3pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,487 | $7,345+42.8% | $7,418+41.4% | $4,289+144.5% |
| Admin fee / account holder | $156 | $1,210-87.1% | $7,231-97.8% | $1,587-90.2% |