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 |
|---|---|---|
OAK HARBOR WEALTH PARTNERS2 years Service code 26 · EIN 85-3479009 | Advisory (Participants) | $28,956 |
MVP PLAN ADMINISTRATORS, INC.9+ years Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $15,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,865 | $76,670+56.3% | $96,683+24.0% | $71,457+67.7% |
| Participation rate | 61.5% | 66.6%-5.1pp | 74.3%-12.9pp | 67.9%-6.4pp |
| Annual return | 20.59% | 48.29%-27.7pp | 35.69%-15.1pp | 28.85%-8.3pp |
| Employer contribution / active EE | $916 | $3,031-69.8% | $3,737-75.5% | $2,588-64.6% |
| Participant deferral / active EE | $2,326 | $3,771-38.3% | $4,878-52.3% | $4,289-45.8% |
| Admin fee / account holder | $424 | $2,028-79.1% | $6,730-93.7% | $1,587-73.3% |