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 6-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 |
|---|---|---|
WORLD EQUITY GROUP INC1+ years Filed as: WORLD EQUITY GROUP Service code 26 1650 N ARLINGTON HEIGHTS RD · ARLINGTON HEIGHTS, IL 60004 | Advisory (Participants) | $5,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,707 | $99,957-65.3% | $149,696-76.8% | $73,488-52.8% |
| Participation rate | 46.3% | 75.7%-29.4pp | 82.5%-36.2pp | 70.7%-24.4pp |
| Annual return | 18.42% | 53.87%-35.5pp | 276.60%-258.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,172 | $3,191-63.3% | $4,644-74.8% | $2,270-48.4% |
| Participant deferral / active EE | $2,460 | $6,073-59.5% | $6,842-64.0% | $3,740-34.2% |
| Admin fee / account holder | $176 | $551-68.0% | $9,309-98.1% | $513-65.6% |