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 |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, OH 43215 | Advisory (Plan) | $20,905 |
NATIONAL BENEFIT SERVICES, LLC10+ years Service code 13 · EIN 20-3886993 | Contract Administrator | $4,429 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,295 | $65,908+23.3% | $81,812-0.6% | $77,643+4.7% |
| Participation rate | 32.9% | 65.8%-32.9pp | 72.3%-39.4pp | 70.6%-37.6pp |
| Annual return | 11.35% | 26.64%-15.3pp | 773.79%-762.4pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,194 | $2,370-49.6% | $2,912-59.0% | $2,726-56.2% |
| Participant deferral / active EE | $1,709 | $3,505-51.2% | $4,319-60.4% | $4,647-63.2% |
| Admin fee / account holder | $0 | $526-100.0% | $7,386-100.0% | $430-100.0% |