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 STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $7,812 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,780 | $77,164-65.3% | $178,014-85.0% | $80,874-66.9% |
| Participation rate | 81.3% | 65.7%+15.5pp | 77.1%+4.2pp | 67.6%+13.6pp |
| Annual return | 16.41% | 18.09%-1.7pp | 294.80%-278.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,646 | $4,408+73.5% | $6,276+21.8% | $4,297+77.9% |
| Admin fee / account holder | $128 | $7,164-98.2% | $10,362-98.8% | $6,935-98.2% |