See peer percentile detail with Solo.
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 10-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 | $128,934 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $49,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,944 | $58,290-46.9% | $98,442-68.6% | $86,799-64.4% |
| Participation rate | 91.2% | 68.3%+22.9pp | 73.3%+17.9pp | 72.3%+19.0pp |
| Annual return | 13.36% | 43.48%-30.1pp | 1492.73%-1479.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,706 | $2,008-15.0% | $2,960-42.3% | $2,405-29.1% |
| Participant deferral / active EE | $3,115 | $3,152-1.2% | $4,276-27.2% | $4,131-24.6% |
| Admin fee / account holder | $148 | $138+7.2% | $5,949-97.5% | $170-12.9% |