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 MANAGEMENT3+ years Filed as: GORDON ASSET MANAGEMENT, LLC Service code 26 · EIN 42-1582751 | Advisory (Participants) | $37,875 |
MVP PLAN ADMINISTRATORS, INC.3+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $21,393 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,271 | $80,753+187.6% | $136,294+70.4% | $62,292+272.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.79% | 35.83%-21.0pp | 5155.94%-5141.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $4,123 | $2,884+43.0% | $4,695-12.2% | $2,042+101.9% |
| Participant deferral / active EE | $7,715 | $5,164+49.4% | $6,247+23.5% | $3,169+143.5% |
| Admin fee / account holder | $295 | $525-43.9% | $9,243-96.8% | $479-38.5% |