Filed June 28, 2024
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 5-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 ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,560 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 | Recordkeeping Fees | $5,393 |
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 | $93,055 | $101,317-8.2% | $146,958-36.7% | $74,495+24.9% |
| Participation rate | 69.5% | 75.5%-6.0pp | 82.2%-12.6pp | 67.2%+2.3pp |
| Annual return | 14.53% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,062 | $3,810-19.6% | $4,933-37.9% | $2,623+16.7% |
| Participant deferral / active EE | $6,405 | $7,303-12.3% | $8,070-20.6% | $4,346+47.4% |
| Admin fee / account holder | $289 | $1,739-83.4% | $12,998-97.8% | $1,942-85.1% |