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 10-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 | $66,375 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $40,531 |
PRIDA, GUIDA & PEREZ, P.A.4 years Filed as: PRIDA, GUIDA & PEREZ, P.A Service code 10 · EIN 59-1978917 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,345 | $66,098-43.5% | $101,794-63.3% | $74,304-49.7% |
| Participation rate | 90.0% | 53.8%+36.2pp | 69.2%+20.8pp | 60.3%+29.7pp |
| Annual return | 13.17% | 19.59%-6.4pp | 30.53%-17.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $830 | $1,082-23.3% | $2,289-63.7% | $2,241-63.0% |
| Participant deferral / active EE | $4,919 | $2,781+76.9% | $4,084+20.4% | $3,767+30.6% |
| Admin fee / account holder | $306 | $4,146-92.6% | $8,777-96.5% | $2,969-89.7% |