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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,874 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $16,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,102 | $65,435-8.2% | $86,677-30.7% | $66,914-10.2% |
| Participation rate | 86.5% | 75.5%+11.1pp | 76.6%+10.0pp | 69.8%+16.7pp |
| Annual return | -9.78% | -10.89%+1.1pp | 35.91%-45.7pp | 1.58%-11.4pp |
| Employer contribution / active EE | $1,366 | $2,153-36.5% | $2,836-51.8% | $2,544-46.3% |
| Participant deferral / active EE | $3,967 | $4,100-3.2% | $4,656-14.8% | $4,237-6.4% |
| Admin fee / account holder | $190 | $642-70.4% | $7,493-97.5% | $593-68.0% |