See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,595 |
Filed as: PACIFIC CAPITAL CO Service code 27 1881 CALIFORNIA AVE · CORONA, CA 92881 | Advisory (Plan) | $31,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,135 | $69,823-48.2% | $77,163-53.2% | $74,419-51.4% |
| Participation rate | 70.1% | 70.0%0pp | 69.6%+0.5pp | 70.7%-0.7pp |
| Annual return | 16.31% | 19.98%-3.7pp | 37.87%-21.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,380 | $2,150-35.8% | $2,535-45.6% | $2,637-47.7% |
| Participant deferral / active EE | $2,445 | $3,558-31.3% | $3,833-36.2% | $4,528-46.0% |
| Admin fee / account holder | $185 | $398-53.5% | $5,472-96.6% | $348-46.9% |