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 5-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 | $93,663 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $34,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,543 | $50,815-63.5% | $155,509-88.1% | $77,643-76.1% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.8pp |
| Annual return | 15.18% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,089 | $1,993+4.8% | $4,672-55.3% | $2,726-23.4% |
| Participant deferral / active EE | $3,613 | $2,822+28.0% | $5,626-35.8% | $4,647-22.3% |
| Admin fee / account holder | $196 | $437-55.0% | $15,912-98.8% | $430-54.4% |