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 |
|---|---|---|
GORDON ASSET MANAGEMENT2+ years Filed as: GORDAN ASSET MANAGEMENT LLC Service code 27 1007 SLATER ROAD SUITE 200 · DURHAM, NC 27703 | Advisory (Plan) | $41,439 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,329 |
MVP PLAN ADMINISTRATORS, INC.3+ years Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 15300 WESTON PKWY STE 106 · CARY, NC 27513 | Contract Administrator | $9,335 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $69,684 | $59,535+17.0% | $90,160-22.7% | $62,292+11.9% |
| Participation rate | 61.4% | 73.0%-11.6pp | 76.9%-15.5pp | 69.5%-8.1pp |
| Annual return | 18.07% | 23.53%-5.5pp | 34.88%-16.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $3,385 | $1,826+85.4% | $3,318+2.0% | $2,042+65.8% |
| Participant deferral / active EE | $7,069 | $4,639+52.4% | $5,288+33.7% | $3,169+123.1% |
| Admin fee / account holder | $248 | $337-26.4% | $5,943-95.8% | $479-48.3% |