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 | $18,866 |
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 26 · EIN 47-0648506 | Advisory (Participants) | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,321 | $82,917-57.4% | $103,333-65.8% | $77,643-54.5% |
| Participation rate | 92.5% | 71.6%+21.0pp | 74.5%+18.0pp | 70.6%+22.0pp |
| Annual return | 16.60% | 19.13%-2.5pp | 24.88%-8.3pp | 31.24%-14.6pp |
| Employer contribution / active EE | $1,201 | $3,552-66.2% | $3,868-68.9% | $2,726-55.9% |
| Participant deferral / active EE | $3,512 | $4,108-14.5% | $5,057-30.6% | $4,647-24.4% |
| Admin fee / account holder | $94 | $638-85.2% | $8,355-98.9% | $430-78.1% |