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 · EIN 59-2937883 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,051 |
Filed as: WORLD INVESTMENTS INC Service code 27 · EIN 22-2825878 | Advisory (Plan) | $12,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $291,343 | $122,239+138.3% | $184,203+58.2% | $74,495+291.1% |
| Participation rate | 86.1% | 85.5%+0.7pp | 86.8%-0.7pp | 67.2%+18.9pp |
| Annual return | 16.34% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $8,108 | $4,537+78.7% | $6,427+26.2% | $2,623+209.1% |
| Participant deferral / active EE | $17,161 | $7,139+140.4% | $9,131+87.9% | $4,346+294.9% |
| Admin fee / account holder | $266 | $1,260-78.9% | $13,901-98.1% | $1,942-86.3% |