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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,200 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $16,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,653 | $54,193-52.7% | $93,606-72.6% | $77,643-67.0% |
| Participation rate | 67.7% | 63.9%+3.7pp | 68.7%-1.0pp | 70.6%-2.9pp |
| Annual return | 10.26% | 30.54%-20.3pp | 133.20%-122.9pp | 31.24%-21.0pp |
| Employer contribution / active EE | $815 | $1,168-30.2% | $2,420-66.3% | $2,726-70.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $53 | $576-90.9% | $8,285-99.4% | $430-87.8% |