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 | $13,997 |
SECURITIES AMERICA INC6 years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 26 · EIN 47-0648506 | Advisory (Participants) | $11,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,090 | $92,971-66.6% | $96,683-67.8% | $74,419-58.2% |
| Participation rate | 89.2% | 71.5%+17.7pp | 74.3%+14.9pp | 70.7%+18.5pp |
| Annual return | 15.93% | 37.49%-21.6pp | 35.69%-19.8pp | 34.38%-18.4pp |
| Employer contribution / active EE | $993 | $3,426-71.0% | $3,737-73.4% | $2,637-62.4% |
| Participant deferral / active EE | $3,132 | $3,970-21.1% | $4,878-35.8% | $4,528-30.8% |
| Admin fee / account holder | $78 | $633-87.7% | $6,730-98.8% | $348-77.6% |