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 |
|---|---|---|
WORLD INVESTMENT ADVISORS LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,009 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,420 |
Participant 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 | $37,470 | $106,028-64.7% | $146,958-74.5% | $77,643-51.7% |
| Participation rate | 84.4% | 78.4%+6.0pp | 82.2%+2.2pp | 70.6%+13.8pp |
| Annual return | 0.00% | 56.73%-56.7pp | 418.34%-418.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $2,373 | $4,063-41.6% | $4,933-51.9% | $2,726-13.0% |
| Participant deferral / active EE | $3,523 | $7,990-55.9% | $8,070-56.3% | $4,647-24.2% |
| Admin fee / account holder | $99 | $337-70.7% | $12,998-99.2% | $430-77.0% |