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.7+ years Service code 13 1545 RIVER PARK DRIVE SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $12,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $7,974 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $7,452 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,520 | $62,723+22.0% | $142,863-46.4% | $86,799-11.8% |
| Participation rate | 94.3% | 62.6%+31.7pp | 71.9%+22.4pp | 72.3%+22.0pp |
| Annual return | 12.41% | 17.62%-5.2pp | 5637.54%-5625.1pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,808 | $1,627+11.2% | $4,144-56.4% | $2,405-24.8% |
| Participant deferral / active EE | $3,921 | $3,039+29.0% | $3,837+2.2% | $4,131-5.1% |
| Admin fee / account holder | $50 | $140-63.8% | $6,560-99.2% | $170-70.2% |