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) | $15,734 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,053 | $62,127-64.5% | $81,382-72.9% | $74,495-70.4% |
| Participation rate | 65.9% | 64.0%+1.8pp | 69.5%-3.6pp | 67.2%-1.3pp |
| Annual return | 16.05% | 16.48%-0.4pp | 24.73%-8.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,933 | $1,882+2.7% | $2,463-21.5% | $2,623-26.3% |
| Participant deferral / active EE | $2,598 | $3,229-19.5% | $3,883-33.1% | $4,346-40.2% |
| Admin fee / account holder | $104 | $1,934-94.6% | $5,768-98.2% | $1,942-94.7% |