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 672013113 | Advisory (Plan) | $17,207 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,105 |
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 | $40,971 | $77,899-47.4% | $149,673-72.6% | $75,163-45.5% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 10.29% | 31.72%-21.4pp | 134.42%-124.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $3,163 | $3,137+0.8% | $4,818-34.4% | $2,670+18.5% |
| Participant deferral / active EE | $2,733 | $3,411-19.9% | $5,680-51.9% | $4,125-33.8% |
| Admin fee / account holder | $223 | $5,956-96.3% | $13,210-98.3% | $5,651-96.1% |