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 | $39,520 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $8,680 |
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.
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 | $40,144 | $50,982-21.3% | $154,803-74.1% | $85,563-53.1% |
| Participation rate | 55.3% | 59.8%-4.5pp | 78.1%-22.8pp | 66.0%-10.7pp |
| Annual return | 16.17% | 30.35%-14.2pp | 58.88%-42.7pp | 31.51%-15.3pp |
| Employer contribution / active EE | $224 | $1,708-86.9% | $4,305-94.8% | $2,654-91.5% |
| Participant deferral / active EE | $1,715 | $2,474-30.7% | $5,540-69.0% | $4,375-60.8% |
| Admin fee / account holder | $75 | $846-91.1% | $14,329-99.5% | $834-91.0% |