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 99 · EIN 61-1758632 | Other Fees | $14,206 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 | Other Services | $3,199 |
Service code 49 · EIN 31-1498244 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,535 | $29,546+3.3% | $56,441-45.9% | $77,671-60.7% |
| Participation rate | 14.0% | 32.7%-18.7pp | 52.5%-38.5pp | 70.6%-56.6pp |
| Annual return | 12.25% | 19.01%-6.8pp | 1704.21%-1692.0pp | 31.21%-19.0pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $624 | $1,061-41.1% | $1,953-68.0% | $4,648-86.6% |
| Admin fee / account holder | $104 | $1,046-90.1% | $2,829-96.3% | $430-75.8% |