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) | $39,031 |
MVP PLAN ADMINISTRATORS, INC.1+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $28,043 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-3106735 | Securities Custodian | $0 |
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 | $67,286 | $34,492+95.1% | $80,004-15.9% | $55,191+21.9% |
| Participation rate | 93.0% | 62.9%+30.1pp | 73.0%+20.0pp | 69.2%+23.8pp |
| Annual return | -1.69% | 3.50%-5.2pp | 7.63%-9.3pp | 10.78%-12.5pp |
| Employer contribution / active EE | $3,502 | $1,043+235.8% | $2,473+41.6% | $1,899+84.4% |
| Participant deferral / active EE | $1,952 | $2,104-7.2% | $3,204-39.1% | $3,046-35.9% |
| Admin fee / account holder | $244 | $69+252.0% | $5,033-95.2% | $91+168.9% |