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 | $24,485 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 | Other Services | $5,627 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,621 |
Service code 49 401 BROADHALLOW ROAD · MELLVILLE, NY 11747 | Other Services | $0 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,744 | $84,030-42.0% | $126,539-61.5% | $102,872-52.6% |
| Participation rate | 16.6% | 58.3%-41.6pp | 69.8%-53.2pp | 73.0%-56.4pp |
| Annual return | 12.71% | 17.79%-5.1pp | 425.95%-413.2pp | 19.06%-6.4pp |
| Employer contribution / active EE | $561 | $3,287-82.9% | $3,674-84.7% | $3,526-84.1% |
| Participant deferral / active EE | $588 | $3,749-84.3% | $4,083-85.6% | $5,535-89.4% |
| Admin fee / account holder | $23 | $299-92.4% | $6,065-99.6% | $292-92.2% |