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 |
|---|---|---|
Filed as: PRIME CAPITAL INVEST. ADVISORS LLC Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $45,000 |
BENEFIT RESOURCES, INC.6+ years Service code 13 1545 RIVER PARK DRIVE SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $27,990 |
Service code 10 3150 ALMADEN EXPY # 105 · SAN JOSE, CA 95118 | Accounting | $13,608 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $6,493 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,405 | $54,121+30.1% | $134,143-47.5% | $73,409-4.1% |
| Participation rate | 96.2% | 64.4%+31.8pp | 72.2%+24.0pp | 72.2%+24.0pp |
| Annual return | 10.94% | -312.52%+323.5pp | 36.33%-25.4pp | 59.29%-48.4pp |
| Employer contribution / active EE | $677 | $1,402-51.7% | $3,704-81.7% | $2,234-69.7% |
| Participant deferral / active EE | $4,003 | $2,844+40.8% | $3,499+14.4% | $3,805+5.2% |
| Admin fee / account holder | $99 | $132-25.2% | $6,684-98.5% | $158-37.3% |