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 7-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, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $14,594 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,342 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,281 | $56,423-71.1% | $77,163-78.9% | $71,457-77.2% |
| Participation rate | 73.2% | 64.3%+8.9pp | 69.6%+3.6pp | 67.9%+5.3pp |
| Annual return | 21.49% | 19.05%+2.4pp | 37.87%-16.4pp | 28.85%-7.4pp |
| Employer contribution / active EE | $2,180 | $1,866+16.8% | $2,535-14.0% | $2,588-15.7% |
| Participant deferral / active EE | $2,760 | $3,142-12.1% | $3,833-28.0% | $4,289-35.6% |
| Admin fee / account holder | $110 | $1,429-92.3% | $5,472-98.0% | $1,587-93.1% |