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 |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP3 years Service code 26 · EIN 83-2336062 | Advisory (Participants) | $29,570 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $5,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,665 | $44,642+18.0% | $91,220-42.3% | $66,914-21.3% |
| Participation rate | 93.0% | 64.9%+28.1pp | 73.2%+19.8pp | 69.8%+23.2pp |
| Annual return | 4.04% | -12.29%+16.3pp | 114.01%-110.0pp | 1.58%+2.5pp |
| Employer contribution / active EE | $1,243 | $1,706-27.2% | $2,850-56.4% | $2,544-51.1% |
| Participant deferral / active EE | $3,099 | $3,349-7.5% | $4,234-26.8% | $4,237-26.9% |
| Admin fee / account holder | $140 | $521-73.1% | $5,420-97.4% | $593-76.4% |