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 INVESTMENTS ADVIS Service code 27 6201 COLLEGE BLVD 7TH FLOOR · OVERLAND PARKS, KS 66211 | Advisory (Plan) | $16,060 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $9,316 |
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 | $41,044 | $50,815-19.2% | $155,509-73.6% | $77,643-47.1% |
| Participation rate | 45.5% | 63.1%-17.6pp | 78.2%-32.7pp | 70.6%-25.1pp |
| Annual return | 10.78% | 34.80%-24.0pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $792 | $1,993-60.2% | $4,672-83.0% | $2,726-70.9% |
| Participant deferral / active EE | $2,182 | $2,822-22.7% | $5,626-61.2% | $4,647-53.0% |
| Admin fee / account holder | $81 | $437-81.4% | $15,912-99.5% | $430-81.1% |