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 Service code 27 24 E COTA ST, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,995 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $7,662 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,402 | $88,890-47.8% | $102,423-54.7% | $77,643-40.2% |
| Participation rate | 40.5% | 80.9%-40.4pp | 76.5%-36.0pp | 70.6%-30.1pp |
| Annual return | 14.25% | 24.98%-10.7pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $880 | $2,698-67.4% | $3,023-70.9% | $2,726-67.7% |
| Participant deferral / active EE | $1,496 | $5,145-70.9% | $5,053-70.4% | $4,647-67.8% |
| Admin fee / account holder | $81 | $235-65.6% | $9,451-99.1% | $430-81.2% |