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 |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,374 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC INVESTORS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,718 | $88,083+302.7% | $164,813+115.2% | $74,495+376.2% |
| Participation rate | 45.5% | 73.0%-27.5pp | 78.6%-33.1pp | 67.2%-21.7pp |
| Annual return | 17.46% | 17.26%+0.2pp | 69.93%-52.5pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,674 | $2,593-35.5% | $4,341-61.4% | $2,623-36.2% |
| Participant deferral / active EE | $7,279 | $4,498+61.8% | $6,031+20.7% | $4,346+67.5% |
| Admin fee / account holder | $584 | $2,234-73.9% | $12,690-95.4% | $1,942-69.9% |