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 |
|---|---|---|
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $44,469 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $21,416 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,540 | $80,717+105.1% | $154,803+6.9% | $84,808+95.2% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 12.65% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $6,438 | $2,761+133.2% | $4,305+49.5% | $2,631+144.7% |
| Participant deferral / active EE | $5,416 | $3,303+64.0% | $5,540-2.3% | $4,212+28.6% |
| Admin fee / account holder | $592 | $6,746-91.2% | $14,329-95.9% | $7,344-91.9% |