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 SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 | Advisory (Participants) | $30,815 |
MVP PLAN ADMINISTRATORS, INC.6+ years Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $14,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,975 | $69,362+44.1% | $101,248-1.3% | $73,488+36.0% |
| Participation rate | 57.8% | 68.4%-10.6pp | 75.8%-18.0pp | 70.7%-12.9pp |
| Annual return | 16.52% | 18.46%-1.9pp | 46.47%-30.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $248 | $2,628-90.6% | $3,660-93.2% | $2,270-89.1% |
| Participant deferral / active EE | $1,905 | $3,300-42.3% | $4,370-56.4% | $3,740-49.1% |
| Admin fee / account holder | $379 | $704-46.2% | $5,945-93.6% | $513-26.2% |