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) | $14,723 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,208 | $91,407-67.0% | $135,903-77.8% | $71,457-57.7% |
| Participation rate | 91.5% | 75.7%+15.9pp | 81.9%+9.6pp | 67.9%+23.6pp |
| Annual return | 21.91% | 29.90%-8.0pp | 68.23%-46.3pp | 28.85%-6.9pp |
| Employer contribution / active EE | $980 | $3,703-73.5% | $4,856-79.8% | $2,588-62.1% |
| Participant deferral / active EE | $7,207 | $7,092+1.6% | $7,758-7.1% | $4,289+68.0% |
| Admin fee / account holder | $78 | $1,266-93.9% | $10,762-99.3% | $1,587-95.1% |