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 |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.2+ years Service code 13 · EIN 56-2263714 15300 WESTON PKWY STE 106 · CARY, NC 27513 | Contract Administrator | $10,712 |
GORDON ASSET MANAGEMENT2+ years Service code 26 · EIN 42-1582751 1007 SLATER ROAD, STE 200 · DURHAM, NC 27703 | Advisory (Participants) | $4,225 |
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.
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 | $42,374 | $46,072-8.0% | $70,014-39.5% | $55,167-23.2% |
| Participation rate | 45.8% | 67.5%-21.6pp | 71.8%-26.0pp | 69.0%-23.2pp |
| Annual return | 6.05% | 8.68%-2.6pp | 12.99%-6.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $180 | $1,500-88.0% | $2,338-92.3% | $1,963-90.9% |
| Participant deferral / active EE | $1,101 | $2,344-53.0% | $2,931-62.4% | $3,054-64.0% |
| Admin fee / account holder | $150 | $428-64.8% | $4,380-96.6% | $504-70.1% |