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 |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,902 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,962 | $79,171-33.1% | $102,423-48.3% | $74,495-28.9% |
| Participation rate | 75.7% | 74.8%+0.9pp | 76.5%-0.8pp | 67.2%+8.5pp |
| Annual return | 16.87% | 54.93%-38.1pp | 29.32%-12.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,992 | $2,362-15.7% | $3,023-34.1% | $2,623-24.1% |
| Participant deferral / active EE | $3,332 | $4,415-24.5% | $5,053-34.0% | $4,346-23.3% |
| Admin fee / account holder | $96 | $2,001-95.2% | $9,451-99.0% | $1,942-95.0% |