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 9-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) | $20,566 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,431 |
Filed as: KRAVITZ, INC. Service code 13 · EIN 95-3207191 | Contract Administrator | $10,282 |
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 | $77,990 | $52,953+47.3% | $172,739-54.9% | $65,185+19.6% |
| Participation rate | 82.2% | 66.2%+16.0pp | 82.6%-0.4pp | 70.2%+12.0pp |
| Annual return | 17.48% | 30.12%-12.6pp | 802.84%-785.4pp | 29.38%-11.9pp |
| Employer contribution / active EE | $5,177 | $2,190+136.4% | $5,143+0.7% | $2,177+137.9% |
| Participant deferral / active EE | $3,474 | $2,471+40.6% | $5,198-33.2% | $3,514-1.1% |
| Admin fee / account holder | $193 | $472-59.0% | $13,954-98.6% | $847-77.2% |