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 Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $32,000 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,529 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,613 | $79,184+3.1% | $102,438-20.3% | $74,546+9.5% |
| Participation rate | 59.4% | 74.8%-15.3pp | 76.5%-17.1pp | 67.2%-7.8pp |
| Annual return | 13.67% | 54.95%-41.3pp | 29.37%-15.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,947 | $2,362-17.6% | $3,024-35.6% | $2,624-25.8% |
| Participant deferral / active EE | $3,401 | $4,414-23.0% | $5,054-32.7% | $4,347-21.8% |
| Admin fee / account holder | $371 | $2,001-81.5% | $9,448-96.1% | $1,944-80.9% |