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 13 · EIN 41-0417830 | Contract Administrator | $31,403 |
Filed as: PRIME CAPITAL INVESTMENT ADVIS Service code 17 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Pension Consulting | $25,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,654 | $56,638-22.9% | $169,368-74.2% | $74,419-41.3% |
| Participation rate | 61.6% | 67.5%-5.9pp | 77.1%-15.5pp | 70.7%-9.1pp |
| Annual return | 13.37% | 24.75%-11.4pp | 405.60%-392.2pp | 34.38%-21.0pp |
| Employer contribution / active EE | $898 | $2,027-55.7% | $4,013-77.6% | $2,637-66.0% |
| Participant deferral / active EE | $1,659 | $4,223-60.7% | $6,221-73.3% | $4,528-63.4% |
| Admin fee / account holder | $144 | $307-53.0% | $9,003-98.4% | $348-58.6% |