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 9-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 99 · EIN 61-1758632 | Other Fees | $13,706 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,821 | $81,625-86.7% | $167,512-93.5% | $74,304-85.4% |
| Participation rate | 98.3% | 60.0%+38.2pp | 77.1%+21.2pp | 60.3%+37.9pp |
| Annual return | 14.43% | 26.09%-11.7pp | 1615.79%-1601.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $798 | $2,010-60.3% | $3,882-79.4% | $2,241-64.4% |
| Participant deferral / active EE | $1,453 | $4,115-64.7% | $6,405-77.3% | $3,767-61.4% |
| Admin fee / account holder | $50 | $3,474-98.6% | $9,769-99.5% | $2,969-98.3% |