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 64 · EIN 71-0294708 | Recordkeeping Fees | $34,129 |
WORLD INVESTMENT ADVISORS LLC2+ years Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $28,435 |
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 | $79,760 | $80,673-1.1% | $101,326-21.3% | $84,808-6.0% |
| Participation rate | 75.3% | 77.8%-2.5pp | 81.5%-6.2pp | 68.3%+7.0pp |
| Annual return | 19.73% | 38.95%-19.2pp | 36.82%-17.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $4,780 | $2,698+77.2% | $3,665+30.4% | $2,631+81.7% |
| Participant deferral / active EE | $10,311 | $6,840+50.7% | $7,994+29.0% | $4,212+144.8% |
| Admin fee / account holder | $348 | $12,784-97.3% | $11,185-96.9% | $7,344-95.3% |