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 |
|---|---|---|
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $15,412 |
GORDON ASSET MANAGEMENT6 years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $15,000 |
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 | $68,792 | $46,553+47.8% | $64,056+7.4% | $75,163-8.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.50% | 26.03%-15.5pp | 33.69%-23.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $3,948 | $1,974+100.0% | $2,747+43.7% | $2,670+47.9% |
| Participant deferral / active EE | $3,837 | $2,837+35.3% | $3,880-1.1% | $4,125-7.0% |
| Admin fee / account holder | $239 | $2,952-91.9% | $3,068-92.2% | $5,651-95.8% |