See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $51,852 |
PENSION ASSURANCE LLP1 year Service code 99 5126 CLARETON DRIVE · AGOURA HILLS, CA 91301 | Other Fees | $10,000 |
MMA SECURITIES LLC2+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $0 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,068 | $58,778-35.2% | $129,207-70.5% | $77,643-51.0% |
| Participation rate | 68.7% | 59.2%+9.5pp | 69.6%-0.9pp | 70.6%-1.8pp |
| Annual return | 51.09% | 24.73%+26.4pp | 9417.33%-9366.2pp | 31.24%+19.9pp |
| Employer contribution / active EE | $4,206 | $1,952+115.4% | $4,153+1.3% | $2,726+54.3% |
| Participant deferral / active EE | $7,479 | $3,212+132.8% | $4,168+79.5% | $4,647+60.9% |
| Admin fee / account holder | $163 | $589-72.3% | $7,715-97.9% | $430-62.1% |