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) | $19,014 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,102 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,580 | $55,415-15.9% | $155,509-70.0% | $74,495-37.5% |
| Participation rate | 87.6% | 61.9%+25.7pp | 78.2%+9.4pp | 67.2%+20.4pp |
| Annual return | 12.46% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,456 | $2,267+8.3% | $4,672-47.4% | $2,623-6.4% |
| Participant deferral / active EE | $2,508 | $2,836-11.6% | $5,626-55.4% | $4,346-42.3% |
| Admin fee / account holder | $231 | $1,738-86.7% | $15,912-98.5% | $1,942-88.1% |