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 | $44,984-25.0% | $85,009-60.3% | $74,546-54.7% |
| Participation rate | 52.6% | 49.4%+3.2pp | 67.5%-14.9pp | 67.2%-14.6pp |
| Annual return | 16.24% | 26.25%-10.0pp | 66.47%-50.2pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $2,948 | $1,458+102.2% | $2,728+8.0% | $2,624+12.3% |
| Participant deferral / active EE | $5,453 | $2,733+99.5% | $4,522+20.6% | $4,347+25.4% |
| Admin fee / account holder | $425 | $2,208-80.8% | $6,153-93.1% | $1,944-78.1% |