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 27 196 S FIR ST, STE 140 · VENTURA, CA 93001 | Advisory (Plan) | $33,070 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,044 | $51,878-44.0% | $68,368-57.5% | $79,634-63.5% |
| Participation rate | 99.7% | 53.7%+46.0pp | 73.8%+26.0pp | 62.5%+37.2pp |
| Annual return | 4.93% | 137.43%-132.5pp | 292.57%-287.6pp | 36.46%-31.5pp |
| Employer contribution / active EE | $3,236 | $1,931+67.6% | $2,649+22.2% | $2,529+27.9% |
| Participant deferral / active EE | $0 | $2,577-100.0% | $4,123-100.0% | $3,835-100.0% |
| Admin fee / account holder | $77 | $942-91.8% | $5,150-98.5% | $1,002-92.3% |