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 99 · EIN 61-1758632 | Other Fees | $72,077 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,247 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,769 |
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 | $94,434 | $108,719-13.1% | $101,326-6.8% | $85,563+10.4% |
| Participation rate | 97.6% | 80.9%+16.7pp | 81.5%+16.1pp | 66.0%+31.7pp |
| Annual return | 20.99% | 20.95%0pp | 36.82%-15.8pp | 31.51%-10.5pp |
| Employer contribution / active EE | $2,635 | $3,114-15.4% | $3,665-28.1% | $2,654-0.7% |
| Participant deferral / active EE | $15,091 | $8,545+76.6% | $7,994+88.8% | $4,375+244.9% |
| Admin fee / account holder | $30 | $685-95.7% | $11,185-99.7% | $834-96.4% |