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 6-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $76,880 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $42,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,743 | $44,960-24.9% | $84,966-60.3% | $74,495-54.7% |
| Participation rate | 52.6% | 49.4%+3.3pp | 67.5%-14.9pp | 67.2%-14.6pp |
| Annual return | 16.24% | 26.24%-10.0pp | 66.38%-50.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $2,948 | $1,457+102.3% | $2,727+8.1% | $2,623+12.4% |
| Participant deferral / active EE | $5,453 | $2,731+99.7% | $4,519+20.7% | $4,346+25.5% |
| Admin fee / account holder | $425 | $2,209-80.8% | $6,149-93.1% | $1,942-78.1% |