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 |
|---|---|---|
Service code 26 · EIN 85-3479009 | Advisory (Participants) | $29,808 |
MVP PLAN ADMINISTRATORS, INC.8+ years Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $14,501 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,892 | $64,119+49.6% | $112,228-14.6% | $66,914+43.3% |
| Participation rate | 60.5% | 68.5%-8.0pp | 75.1%-14.6pp | 69.8%-9.3pp |
| Annual return | -17.79% | -13.81%-4.0pp | 27.45%-45.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $911 | $3,005-69.7% | $3,635-74.9% | $2,544-64.2% |
| Participant deferral / active EE | $2,420 | $3,693-34.5% | $4,728-48.8% | $4,237-42.9% |
| Admin fee / account holder | $402 | $625-35.7% | $6,410-93.7% | $593-32.3% |