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 | $61,058-52.4% | $71,209-59.2% | $85,563-66.1% |
| Participation rate | 99.7% | 58.6%+41.2pp | 73.8%+26.0pp | 66.0%+33.8pp |
| Annual return | 4.93% | 100.41%-95.5pp | 282.51%-277.6pp | 31.51%-26.6pp |
| Employer contribution / active EE | $3,236 | $2,199+47.2% | $2,721+18.9% | $2,654+21.9% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,175-100.0% | $4,375-100.0% |
| Admin fee / account holder | $77 | $855-91.0% | $5,349-98.6% | $834-90.8% |