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.
| Provider | Service type | Compensation |
|---|---|---|
WORLD INVESTMENT ADVISORS LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $13,606 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,411 | $79,013-21.0% | $100,391-37.8% | $74,495-16.2% |
| Participation rate | 95.0% | 79.5%+15.5pp | 81.5%+13.5pp | 67.2%+27.8pp |
| Annual return | 0.00% | 20.41%-20.4pp | 49.20%-49.2pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $4,267 | $3,021+41.2% | $3,942+8.3% | $2,623+62.7% |
| Participant deferral / active EE | $10,399 | $7,760+34.0% | $8,082+28.7% | $4,346+139.3% |
| Admin fee / account holder | $109 | $1,320-91.8% | $7,899-98.6% | $1,942-94.4% |