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 9-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 INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $10,184 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,264 | $50,820-56.2% | $155,567-85.7% | $77,671-71.3% |
| Participation rate | 28.7% | 63.1%-34.4pp | 78.2%-49.5pp | 70.6%-41.9pp |
| Annual return | 11.60% | 34.85%-23.2pp | 64.74%-53.1pp | 31.21%-19.6pp |
| Employer contribution / active EE | $534 | $1,993-73.2% | $4,674-88.6% | $2,726-80.4% |
| Participant deferral / active EE | $944 | $2,823-66.6% | $5,628-83.2% | $4,648-79.7% |
| Admin fee / account holder | $82 | $436-81.1% | $15,916-99.5% | $430-80.9% |