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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $32,086 |
Filed as: WORLD INVESTMENT ADVISOR, LLC Service code 99 · EIN 61-1758632 | Other Fees | $17,594 |
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 | $81,117 | $101,317-19.9% | $146,958-44.8% | $74,495+8.9% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.2%-37.7pp | 67.2%-22.8pp |
| Annual return | 14.70% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,535 | $3,810-33.5% | $4,933-48.6% | $2,623-3.4% |
| Participant deferral / active EE | $6,032 | $7,303-17.4% | $8,070-25.2% | $4,346+38.8% |
| Admin fee / account holder | $312 | $1,739-82.1% | $12,998-97.6% | $1,942-84.0% |