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 MANAGEMENT1+ years Filed as: GORDON ASSET MANAGEMENT, LLC Service code 26 · EIN 42-1582751 | Advisory (Participants) | $29,406 |
MVP PLAN ADMINISTRATORS, INC.1+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $3,153 |
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 | $185,904 | $70,002+165.6% | $115,037+61.6% | $52,331+255.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.30% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $3,555 | $2,715+30.9% | $4,608-22.9% | $1,882+88.9% |
| Participant deferral / active EE | $7,247 | $4,920+47.3% | $6,026+20.3% | $3,022+139.8% |
| Admin fee / account holder | $149 | $566-73.6% | $8,175-98.2% | $592-74.7% |