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 | Contract Administrator | $11,659 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-3106735 | Securities Custodian | $0 |
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 | $38,541 | $57,103-32.5% | $87,507-56.0% | $57,658-33.2% |
| Participation rate | 90.7% | 64.3%+26.4pp | 73.8%+16.8pp | 70.2%+20.5pp |
| Annual return | 10.09% | 12.71%-2.6pp | 12.21%-2.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $1,268 | $1,107+14.5% | $2,550-50.3% | $1,974-35.7% |
| Participant deferral / active EE | $1,865 | $2,250-17.1% | $3,149-40.8% | $3,061-39.1% |
| Admin fee / account holder | $19 | $281-93.1% | $4,221-99.5% | $95-79.4% |