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 |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.2+ years Filed as: MV CAPITAL MANAGEMENT INC. Service code 26 · EIN 52-1480475 | Advisory (Participants) | $15,633 |
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $14,862 |
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 | $41,425 | $43,423-4.6% | $78,689-47.4% | $55,167-24.9% |
| Participation rate | 94.3% | 68.0%+26.3pp | 73.6%+20.7pp | 69.0%+25.3pp |
| Annual return | 7.03% | 11.53%-4.5pp | 62.18%-55.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,282 | $1,997+14.3% | $2,851-20.0% | $1,963+16.3% |
| Participant deferral / active EE | $3,472 | $2,509+38.4% | $3,517-1.3% | $3,054+13.7% |
| Admin fee / account holder | $255 | $416-38.8% | $4,510-94.4% | $504-49.4% |