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 |
|---|---|---|
GORDON ASSET MANAGEMENT1 year Service code 26 · EIN 42-1582751 1007 SLATER RD, SUITE 200 · DURHAM, NC 27703 | Advisory (Participants) | $22,000 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $8,638 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,484 | $43,327+39.6% | $59,878+1.0% | $64,186-5.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 6.58% | -1.55%+8.1pp | 3.46%+3.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $3,469 | $2,028+71.0% | $2,722+27.4% | $2,381+45.7% |
| Participant deferral / active EE | $4,102 | $2,546+61.1% | $3,402+20.6% | $3,470+18.2% |
| Admin fee / account holder | $255 | $3,005-91.5% | $3,590-92.9% | $4,888-94.8% |