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 83-2336062 | Advisory (Participants) | $26,559 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $4,560 |
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 | $36,041 | $51,447-29.9% | $104,607-65.5% | $73,409-50.9% |
| Participation rate | 91.1% | 68.2%+22.9pp | 74.1%+17.0pp | 72.2%+18.9pp |
| Annual return | -5.33% | 25.06%-30.4pp | 340.46%-345.8pp | 59.29%-64.6pp |
| Employer contribution / active EE | $1,015 | $1,441-29.5% | $2,681-62.1% | $2,234-54.5% |
| Participant deferral / active EE | $2,641 | $3,058-13.6% | $3,740-29.4% | $3,805-30.6% |
| Admin fee / account holder | $112 | $122-8.1% | $6,473-98.3% | $158-29.0% |