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 INVEST. ADV. Service code 27 PO BOX 3113 · WICHITA, KS 67201 | Advisory (Plan) | $17,800 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,154 |
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 | $53,570 | $61,156-12.4% | $185,823-71.2% | $79,386-32.5% |
| Participation rate | 60.2% | 66.6%-6.4pp | 81.7%-21.5pp | 70.7%-10.5pp |
| Annual return | 31.12% | 19.45%+11.7pp | 122.05%-90.9pp | 116.85%-85.7pp |
| Employer contribution / active EE | $2,332 | $2,321+0.5% | $5,167-54.9% | $2,427-3.9% |
| Participant deferral / active EE | $1,654 | $2,789-40.7% | $5,568-70.3% | $4,046-59.1% |
| Admin fee / account holder | $258 | $710-63.6% | $16,237-98.4% | $626-58.8% |