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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $10,856 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,867 | $73,397-89.3% | $178,014-95.6% | $74,546-89.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 9.36% | 17.49%-8.1pp | 294.80%-285.4pp | 1366.03%-1356.7pp |
| Employer contribution / active EE | $747 | $2,217-66.3% | $3,950-81.1% | $2,624-71.5% |
| Participant deferral / active EE | $1,498 | $4,512-66.8% | $6,276-76.1% | $4,347-65.6% |
| Admin fee / account holder | $69 | $1,809-96.2% | $10,362-99.3% | $1,944-96.4% |