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 3-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 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $10,796 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $10,351 |
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 | $48,241 | $88,083-45.2% | $164,813-70.7% | $74,495-35.2% |
| Participation rate | 63.1% | 73.0%-9.9pp | 78.6%-15.5pp | 67.2%-4.1pp |
| Annual return | 15.93% | 17.26%-1.3pp | 69.93%-54.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,507 | $2,593-3.3% | $4,341-42.2% | $2,623-4.4% |
| Participant deferral / active EE | $5,510 | $4,498+22.5% | $6,031-8.6% | $4,346+26.8% |
| Admin fee / account holder | $306 | $2,234-86.3% | $12,690-97.6% | $1,942-84.2% |