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 |
|---|---|---|
IRONGATE PARTNERS, INC.7 years Service code 26 · EIN 56-2145194 | Advisory (Participants) | $44,105 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $21,073 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,692 | $81,248+115.0% | $155,509+12.3% | $80,856+116.1% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.6%+31.3pp |
| Annual return | 12.86% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,661 | $3,100+147.1% | $4,672+64.0% | $2,755+178.1% |
| Participant deferral / active EE | $5,811 | $3,452+68.3% | $5,626+3.3% | $4,296+35.3% |
| Admin fee / account holder | $575 | $7,997-92.8% | $15,912-96.4% | $6,918-91.7% |