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 |
|---|---|---|
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $15,965 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 26 · EIN 47-0648506 | Advisory (Participants) | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,259 | $106,236-70.6% | $112,228-72.1% | $64,808-51.8% |
| Participation rate | 86.5% | 71.7%+14.9pp | 75.1%+11.5pp | 71.5%+15.1pp |
| Annual return | -14.70% | -6.02%-8.7pp | 27.45%-42.2pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,041 | $3,166-67.1% | $3,635-71.4% | $2,506-58.5% |
| Participant deferral / active EE | $3,467 | $3,785-8.4% | $4,728-26.7% | $4,310-19.6% |
| Admin fee / account holder | $97 | $452-78.4% | $6,410-98.5% | $188-48.1% |