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 |
|---|---|---|
Service code 27 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $50,963 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,772 | $88,634+117.5% | $101,326+90.2% | $74,304+159.4% |
| Participation rate | 90.7% | 76.9%+13.9pp | 81.5%+9.2pp | 60.3%+30.4pp |
| Annual return | 16.37% | 33.10%-16.7pp | 36.82%-20.4pp | 29.43%-13.1pp |
| Employer contribution / active EE | $5,704 | $2,930+94.6% | $3,665+55.6% | $2,241+154.5% |
| Participant deferral / active EE | $14,791 | $7,322+102.0% | $7,994+85.0% | $3,767+292.6% |
| Admin fee / account holder | $290 | $2,425-88.1% | $11,185-97.4% | $2,969-90.2% |