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 |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.3+ years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $23,321 |
GORDON ASSET MANAGEMENT2 years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $9,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,847 | $225,748-92.5% | $136,294-87.6% | - |
| Participation rate | 92.8% | 69.2%+23.5pp | 81.9%+10.8pp | - |
| Annual return | 22.24% | 13.52%+8.7pp | 5155.94%-5133.7pp | - |
| Employer contribution / active EE | $1,579 | $3,134-49.6% | $4,695-66.4% | - |
| Participant deferral / active EE | $3,200 | $4,803-33.4% | $6,247-48.8% | - |
| Admin fee / account holder | $125 | $10,864-98.9% | $9,243-98.7% | - |