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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $23,946 |
MV CAPITAL MANAGEMENT, INC.4+ years Filed as: MV CAPITAL MANAGEMENT INC. Service code 26 · EIN 52-1480475 | Advisory (Participants) | $17,314 |
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 | $42,974 | $44,873-4.2% | $79,464-45.9% | $56,287-23.7% |
| Participation rate | 71.0% | 68.7%+2.3pp | 73.3%-2.3pp | 69.9%+1.2pp |
| Annual return | -3.84% | 0.81%-4.7pp | 718.14%-722.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,669 | $2,140-22.0% | $2,800-40.4% | $2,111-20.9% |
| Participant deferral / active EE | $2,813 | $2,746+2.4% | $3,704-24.1% | $3,350-16.0% |
| Admin fee / account holder | $251 | $418-40.1% | $5,113-95.1% | $521-51.8% |