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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,891 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $6,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,921 | $56,485-47.0% | $185,823-83.9% | $86,799-65.5% |
| Participation rate | 40.2% | 65.5%-25.3pp | 81.7%-41.5pp | 72.3%-32.1pp |
| Annual return | 15.48% | 118.04%-102.6pp | 122.05%-106.6pp | 97.91%-82.4pp |
| Employer contribution / active EE | $187 | $1,843-89.8% | $5,167-96.4% | $2,405-92.2% |
| Participant deferral / active EE | $1,153 | $2,553-54.8% | $5,568-79.3% | $4,131-72.1% |
| Admin fee / account holder | $52 | $150-65.3% | $16,237-99.7% | $170-69.4% |