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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.
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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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Participant communication; Consulting... | $25,502 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,074 | $117,025-75.2% | $91,541-68.2% | $85,563-66.0% |
| Participation rate | 31.7% | 64.2%-32.5pp | 69.8%-38.1pp | 66.0%-34.3pp |
| Annual return | 16.78% | 18.02%-1.2pp | 20.50%-3.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $420 | $2,120-80.2% | $2,505-83.2% | $2,654-84.2% |
| Participant deferral / active EE | $1,338 | $3,446-61.2% | $4,008-66.6% | $4,375-69.4% |
| Admin fee / account holder | $219 | $1,242-82.3% | $6,956-96.8% | $834-73.7% |