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 27 24 E. COTA ST., · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $31,369 |
Service code 27 · EIN 48-1205033 | Advisory (Plan) | $19,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $80,724-44.9% | $103,333-57.0% | $74,495-40.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.33% | 27.56%-15.2pp | 24.88%-12.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,713 | $3,157-14.1% | $3,868-29.9% | $2,623+3.4% |
| Participant deferral / active EE | $7,592 | $3,860+96.7% | $5,057+50.1% | $4,346+74.7% |
| Admin fee / account holder | $248 | $2,368-89.5% | $8,355-97.0% | $1,942-87.2% |