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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,303 |
LWS WEALTH ADVISORS3 years Service code 27 · EIN 45-5222752 | Advisory (Plan) | $27,203 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $2,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,160 | $61,156-22.9% | $185,823-74.6% | $79,386-40.6% |
| Participation rate | 84.4% | 66.6%+17.7pp | 81.7%+2.7pp | 70.7%+13.7pp |
| Annual return | 15.54% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $3,353 | $2,321+44.5% | $5,167-35.1% | $2,427+38.1% |
| Participant deferral / active EE | $3,812 | $2,789+36.7% | $5,568-31.5% | $4,046-5.8% |
| Admin fee / account holder | $237 | $710-66.6% | $16,237-98.5% | $626-62.1% |