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.4+ years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $26,865 |
GORDON ASSET MANAGEMENT3 years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $14,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,178 | $75,388-79.9% | $123,544-87.7% | $55,725-72.8% |
| Participation rate | 95.6% | 75.7%+20.0pp | 82.3%+13.3pp | 70.9%+24.8pp |
| Annual return | -5.58% | 4.48%-10.1pp | 119.20%-124.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,556 | $3,063-49.2% | $4,628-66.4% | $2,078-25.1% |
| Participant deferral / active EE | $3,185 | $5,651-43.6% | $6,426-50.4% | $3,356-5.1% |
| Admin fee / account holder | $122 | $120+2.3% | $9,284-98.7% | $115+6.4% |