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 MANAGEMENT5 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 | $14,971 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967289 | Securities Custodian | $2,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,014 | $42,894+49.2% | $60,874+5.2% | $68,494-6.5% |
| Participation rate | 89.4% | 66.8%+22.6pp | 73.1%+16.3pp | 67.9%+21.5pp |
| Annual return | -13.89% | -13.98%+0.1pp | 16.90%-30.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,563 | $1,978+80.1% | $2,701+31.9% | $2,596+37.2% |
| Participant deferral / active EE | $3,802 | $2,867+32.6% | $3,817-0.4% | $4,027-5.6% |
| Admin fee / account holder | $252 | $3,101-91.9% | $3,224-92.2% | $5,403-95.3% |