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 | $31,581 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $19,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,655 | $99,078-39.8% | $96,544-38.2% | $74,419-19.8% |
| Participation rate | 93.9% | 80.7%+13.2pp | 76.0%+17.9pp | 70.7%+23.1pp |
| Annual return | 16.55% | 22.48%-5.9pp | 25.84%-9.3pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,414 | $2,570-45.0% | $2,965-52.3% | $2,637-46.4% |
| Participant deferral / active EE | $3,852 | $4,933-21.9% | $4,851-20.6% | $4,528-14.9% |
| Admin fee / account holder | $182 | $225-19.2% | $8,252-97.8% | $348-47.8% |