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 PLANNING3+ years Service code 26 · EIN 23-2286563 | Advisory (Participants) | $33,376 |
MVP PLAN ADMINISTRATORS, INC.3+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $13,667 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,712 | $46,297-1.3% | $71,671-36.2% | $62,292-26.6% |
| Participation rate | 73.2% | 60.6%+12.6pp | 68.7%+4.5pp | 69.5%+3.7pp |
| Annual return | 17.43% | 22.32%-4.9pp | 20.65%-3.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $655 | $1,412-53.6% | $2,460-73.4% | $2,042-67.9% |
| Participant deferral / active EE | $1,964 | $2,235-12.1% | $3,438-42.9% | $3,169-38.0% |
| Admin fee / account holder | $252 | $461-45.4% | $5,558-95.5% | $479-47.5% |