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 99 | Other Fees | $21,068 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 | Other Services | $4,548 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,807 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $1,415 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,904 | $52,406-10.5% | $129,207-63.7% | $74,495-37.0% |
| Participation rate | 74.0% | 53.8%+20.2pp | 69.6%+4.4pp | 67.2%+6.8pp |
| Annual return | 18.32% | 15.66%+2.7pp | 9417.33%-9399.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $3,588 | $1,531+134.4% | $4,153-13.6% | $2,623+36.8% |
| Participant deferral / active EE | $3,940 | $2,794+41.0% | $4,168-5.5% | $4,346-9.3% |
| Admin fee / account holder | $51 | $2,633-98.1% | $7,715-99.3% | $1,942-97.4% |