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 27 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,158 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,701 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,051 |
FOX ROTHSCHILD LLP10+ years Filed as: FOX & FOX Service code 13 2491 E. ALLUVIAL AVE. · CLOVIS, CA 93611 | Contract Administrator | $0 |
TD AMERITRADE, INC.10+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,788 | $122,239-39.6% | $184,203-59.9% | $74,495-0.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.94% | 19.95%-7.0pp | 28.81%-15.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $616 | $4,537-86.4% | $6,427-90.4% | $2,623-76.5% |
| Participant deferral / active EE | $4,726 | $7,139-33.8% | $9,131-48.2% | $4,346+8.8% |
| Admin fee / account holder | $310 | $1,260-75.4% | $13,901-97.8% | $1,942-84.0% |