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 3-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 ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $96,119 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $84,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,649 | $56,503-15.7% | $70,092-32.0% | $64,808-26.5% |
| Participation rate | 97.5% | 70.5%+27.0pp | 70.5%+27.0pp | 71.5%+26.0pp |
| Annual return | -12.87% | -13.44%+0.6pp | 190.73%-203.6pp | 32.82%-45.7pp |
| Employer contribution / active EE | $1,879 | $2,046-8.2% | $2,559-26.6% | $2,506-25.0% |
| Participant deferral / active EE | $4,549 | $3,389+34.2% | $3,849+18.2% | $4,310+5.5% |
| Admin fee / account holder | $164 | $160+2.2% | $6,267-97.4% | $188-12.8% |