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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,449 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $2,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,423 | $104,475-41.2% | $159,436-61.5% | $79,386-22.6% |
| Participation rate | 63.1% | 76.6%-13.6pp | 82.8%-19.8pp | 70.7%-7.6pp |
| Annual return | 15.71% | 67.95%-52.2pp | 263.57%-247.9pp | 116.85%-101.1pp |
| Employer contribution / active EE | $3,176 | $3,417-7.0% | $4,829-34.2% | $2,427+30.8% |
| Participant deferral / active EE | $6,838 | $6,467+5.7% | $7,352-7.0% | $4,046+69.0% |
| Admin fee / account holder | $120 | $711-83.2% | $10,799-98.9% | $626-80.9% |