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 8-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 16 · EIN 61-1758632 | Consulting | $77,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,392 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,605 | $50,815+31.1% | $155,509-57.2% | $77,643-14.2% |
| Participation rate | 95.0% | 63.1%+31.9pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 14.88% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,211 | $1,993+111.3% | $4,672-9.9% | $2,726+54.5% |
| Participant deferral / active EE | $6,013 | $2,822+113.1% | $5,626+6.9% | $4,647+29.4% |
| Admin fee / account holder | $149 | $437-65.9% | $15,912-99.1% | $430-65.4% |