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 8-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: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $44,877 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,677 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,844 | $117,025-29.2% | $91,541-9.5% | $85,563-3.2% |
| Participation rate | 92.2% | 64.2%+28.0pp | 69.8%+22.5pp | 66.0%+26.3pp |
| Annual return | 17.55% | 18.02%-0.5pp | 20.50%-3.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $2,013 | $2,120-5.1% | $2,505-19.6% | $2,654-24.1% |
| Participant deferral / active EE | $5,798 | $3,446+68.2% | $4,008+44.7% | $4,375+32.5% |
| Admin fee / account holder | $235 | $1,242-81.1% | $6,956-96.6% | $834-71.8% |