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 |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING10+ years Service code 26 · EIN 23-2286563 | Advisory (Participants) | $62,784 |
MVP PLAN ADMINISTRATORS, INC.10+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $39,276 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,141 | $55,416+12.1% | $75,972-18.2% | $77,643-20.0% |
| Participation rate | 63.0% | 63.6%-0.6pp | 69.1%-6.1pp | 70.6%-7.6pp |
| Annual return | 13.51% | 17.07%-3.6pp | 359.55%-346.0pp | 31.24%-17.7pp |
| Employer contribution / active EE | $976 | $1,788-45.4% | $2,685-63.7% | $2,726-64.2% |
| Participant deferral / active EE | $2,566 | $3,447-25.6% | $4,255-39.7% | $4,647-44.8% |
| Admin fee / account holder | $355 | $414-14.3% | $6,467-94.5% | $430-17.6% |