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 |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,323 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,118 | $130,194-10.0% | $169,993-31.1% | $71,457+63.9% |
| Participation rate | 95.1% | 86.1%+8.9pp | 87.0%+8.1pp | 67.9%+27.2pp |
| Annual return | 16.31% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $3,847 | $4,381-12.2% | $6,785-43.3% | $2,588+48.7% |
| Participant deferral / active EE | $5,534 | $6,923-20.1% | $10,408-46.8% | $4,289+29.0% |
| Admin fee / account holder | $275 | $966-71.5% | $12,815-97.9% | $1,587-82.6% |