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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 | Advisory (Participants) | $29,086 |
MVP PLAN ADMINISTRATORS, INC.4+ years Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $14,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,570 | $55,449+29.1% | $83,848-14.6% | $56,287+27.2% |
| Participation rate | 46.2% | 68.0%-21.8pp | 76.1%-29.9pp | 69.9%-23.6pp |
| Annual return | -4.97% | -1.38%-3.6pp | 850.88%-855.8pp | -9.96%+5.0pp |
| Employer contribution / active EE | $534 | $2,430-78.0% | $3,631-85.3% | $2,111-74.7% |
| Participant deferral / active EE | $1,467 | $2,935-50.0% | $4,082-64.0% | $3,350-56.2% |
| Admin fee / account holder | $353 | $656-46.2% | $5,478-93.6% | $521-32.3% |