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 |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 · EIN 82-1364595 | Advisory (Plan) | $28,125 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,878 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,564 | $88,122+62.9% | $141,162+1.7% | $67,579+112.4% |
| Participation rate | 91.0% | 76.5%+14.6pp | 82.5%+8.6pp | 71.3%+19.8pp |
| Annual return | 25.81% | 75.40%-49.6pp | 71.39%-45.6pp | 378.56%-352.7pp |
| Employer contribution / active EE | $4,108 | $3,224+27.4% | $4,735-13.2% | $2,148+91.3% |
| Participant deferral / active EE | $9,676 | $5,958+62.4% | $6,709+44.2% | $3,539+173.4% |
| Admin fee / account holder | $68 | $131-48.1% | $10,261-99.3% | $142-52.3% |