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.9+ years Service code 13 1545 RIVER PARK DRIVE SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $13,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,782 |
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 | $55,104 | $53,345+3.3% | $121,098-54.5% | $74,419-26.0% |
| Participation rate | 98.2% | 60.0%+38.2pp | 69.5%+28.7pp | 70.7%+27.5pp |
| Annual return | 15.58% | 35.15%-19.6pp | 985.75%-970.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,139 | $1,898+12.7% | $4,164-48.6% | $2,637-18.9% |
| Participant deferral / active EE | $4,376 | $3,221+35.9% | $4,080+7.3% | $4,528-3.4% |
| Admin fee / account holder | $41 | $382-89.3% | $5,644-99.3% | $348-88.3% |