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 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,493 | $84,556-24.9% | $116,228-45.4% | $74,304-14.6% |
| Participation rate | 89.4% | 66.0%+23.4pp | 74.6%+14.9pp | 60.3%+29.1pp |
| Annual return | 15.91% | 18.35%-2.4pp | 90.06%-74.2pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,691 | $2,168-22.0% | $2,994-43.5% | $2,241-24.5% |
| Participant deferral / active EE | $2,916 | $3,814-23.6% | $4,953-41.1% | $3,767-22.6% |
| Admin fee / account holder | $322 | $3,792-91.5% | $11,989-97.3% | $2,969-89.1% |