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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $187,878 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $65,714 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,126 | $130,141-50.0% | $86,677-24.9% | $77,904-16.4% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -14.32% | -12.75%-1.6pp | 35.91%-50.2pp | 12.21%-26.5pp |
| Employer contribution / active EE | $2,330 | $3,220-27.6% | $2,836-17.9% | $2,848-18.2% |
| Participant deferral / active EE | $4,420 | $5,757-23.2% | $4,656-5.1% | $4,806-8.0% |
| Admin fee / account holder | $200 | $132+52.0% | $7,493-97.3% | $133+51.1% |