Unlock peer percentile detail 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.
Unlock 10-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 |
|---|---|---|
Service code 24 · EIN 71-0294708 | Discretionary Trustee | $52,749 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $34,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,493 | $80,705-21.3% | $115,768-45.2% | $67,986-6.6% |
| Participation rate | 89.4% | 63.0%+26.5pp | 74.4%+15.0pp | 57.2%+32.2pp |
| Annual return | 15.91% | 18.49%-2.6pp | 100.46%-84.6pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,691 | $2,046-17.4% | $2,940-42.5% | $2,019-16.2% |
| Participant deferral / active EE | $2,916 | $3,559-18.1% | $4,917-40.7% | $3,358-13.2% |
| Admin fee / account holder | $322 | $4,135-92.2% | $12,439-97.4% | $3,203-89.9% |