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 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,498 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,382 |
Participant contribution per participant 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 | $29,692 | $77,503-61.7% | $100,391-70.4% | $80,856-63.3% |
| Participation rate | 84.6% | 76.9%+7.7pp | 81.5%+3.1pp | 67.6%+17.0pp |
| Annual return | 15.51% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,146 | $2,801-59.1% | $3,942-70.9% | $2,755-58.4% |
| Participant deferral / active EE | $2,289 | $6,820-66.4% | $8,082-71.7% | $4,296-46.7% |
| Admin fee / account holder | $176 | $5,897-97.0% | $7,899-97.8% | $6,918-97.5% |