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 INC3+ years Filed as: WORLD EQUITY GROUP Service code 99 · EIN 36-3797444 1650 N ARLINGTON HEIGHTS RD · ARLINGTON HEIGHTS, IL 60004 | Other Fees | $12,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,657 | $82,664-53.2% | $125,339-69.2% | $68,494-43.6% |
| Participation rate | 51.9% | 75.0%-23.1pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,564 | $3,381-53.7% | $4,814-67.5% | $2,596-39.8% |
| Participant deferral / active EE | $3,699 | $6,110-39.5% | $7,446-50.3% | $4,027-8.1% |
| Admin fee / account holder | $507 | $6,275-91.9% | $10,010-94.9% | $5,403-90.6% |