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 38 · EIN 35-0145825 | Participant Communication | $12,474 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $7,111 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,230 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,723 | $52,670-51.2% | $90,404-71.5% | $73,409-65.0% |
| Participation rate | 93.4% | 67.7%+25.8pp | 72.7%+20.7pp | 72.2%+21.3pp |
| Annual return | 11.18% | 20.70%-9.5pp | 1293.02%-1281.8pp | 59.29%-48.1pp |
| Employer contribution / active EE | $1,153 | $1,872-38.4% | $3,262-64.7% | $2,234-48.4% |
| Participant deferral / active EE | $2,461 | $2,807-12.3% | $3,963-37.9% | $3,805-35.3% |
| Admin fee / account holder | $73 | $117-37.6% | $5,611-98.7% | $158-53.8% |