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) | $46,121 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,027 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,859 | $55,415-26.3% | $155,509-73.7% | $74,495-45.2% |
| Participation rate | 86.6% | 61.9%+24.7pp | 78.2%+8.4pp | 67.2%+19.4pp |
| Annual return | 11.87% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,340 | $2,267+3.2% | $4,672-49.9% | $2,623-10.8% |
| Participant deferral / active EE | $3,133 | $2,836+10.5% | $5,626-44.3% | $4,346-27.9% |
| Admin fee / account holder | $220 | $1,738-87.3% | $15,912-98.6% | $1,942-88.7% |