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 7-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 15 · EIN 35-0145825 | Recordkeeping | $23,518 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $6,211 |
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.
Annual investment return 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 | $23,584 | $46,292-49.1% | $143,757-83.6% | $64,808-63.6% |
| Participation rate | 44.9% | 64.2%-19.3pp | 80.3%-35.4pp | 71.5%-26.6pp |
| Annual return | -17.89% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $171 | $1,910-91.0% | $4,951-96.5% | $2,506-93.2% |
| Participant deferral / active EE | $1,267 | $2,646-52.1% | $5,637-77.5% | $4,310-70.6% |
| Admin fee / account holder | $43 | $154-72.1% | $14,673-99.7% | $188-77.2% |