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 ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,974 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,265 | $58,879-65.6% | $178,490-88.6% | $73,488-72.4% |
| Participation rate | 76.5% | 66.2%+10.2pp | 81.9%-5.5pp | 70.7%+5.8pp |
| Annual return | 13.63% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,320 | $2,236-40.9% | $5,011-73.6% | $2,270-41.8% |
| Participant deferral / active EE | $2,562 | $2,567-0.2% | $5,202-50.8% | $3,740-31.5% |
| Admin fee / account holder | $120 | $400-70.0% | $13,984-99.1% | $513-76.6% |