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) | $11,454 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,217 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,932 | $104,475-76.1% | $159,436-84.4% | $79,386-68.6% |
| Participation rate | 89.3% | 76.6%+12.7pp | 82.8%+6.5pp | 70.7%+18.6pp |
| Annual return | 18.04% | 67.95%-49.9pp | 263.57%-245.5pp | 116.85%-98.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,088 | $6,467-5.9% | $7,352-17.2% | $4,046+50.5% |
| Admin fee / account holder | $67 | $711-90.5% | $10,799-99.4% | $626-89.3% |