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 | $64,031 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $56,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,004 | $65,908-53.0% | $81,812-62.1% | $77,643-60.1% |
| Participation rate | 90.8% | 65.8%+25.0pp | 72.3%+18.5pp | 70.6%+20.3pp |
| Annual return | 13.92% | 26.64%-12.7pp | 773.79%-759.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,951 | $2,370-17.7% | $2,912-33.0% | $2,726-28.4% |
| Participant deferral / active EE | $2,874 | $3,505-18.0% | $4,319-33.5% | $4,647-38.2% |
| Admin fee / account holder | $132 | $526-74.9% | $7,386-98.2% | $430-69.3% |