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 MANAGEMENT4 years Service code 26 · EIN 42-1582751 1007 SLATER RD, SUITE 200 · DURHAM, NC 27703 | Advisory (Participants) | $15,000 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $13,615 |
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 | $74,223 | $74,706-0.6% | $75,696-1.9% | $79,386-6.5% |
| Participation rate | 92.3% | 75.3%+17.0pp | 74.8%+17.5pp | 70.7%+21.6pp |
| Annual return | 20.67% | 18.52%+2.2pp | 104.53%-83.9pp | 116.85%-96.2pp |
| Employer contribution / active EE | $3,228 | $2,590+24.6% | $2,743+17.7% | $2,427+33.0% |
| Participant deferral / active EE | $3,094 | $3,533-12.4% | $3,821-19.0% | $4,046-23.5% |
| Admin fee / account holder | $240 | $374-35.9% | $3,619-93.4% | $626-61.7% |