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 PARTNERS3 years Service code 26 · EIN 85-3479009 | Advisory (Participants) | $35,262 |
MVP PLAN ADMINISTRATORS, INC.10+ years Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $15,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $139,121 | $80,724+72.3% | $103,333+34.6% | $74,495+86.8% |
| Participation rate | 58.1% | 65.7%-7.5pp | 74.5%-16.4pp | 67.2%-9.1pp |
| Annual return | 17.96% | 27.56%-9.6pp | 24.88%-6.9pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $608 | $3,157-80.7% | $3,868-84.3% | $2,623-76.8% |
| Participant deferral / active EE | $2,251 | $3,860-41.7% | $5,057-55.5% | $4,346-48.2% |
| Admin fee / account holder | $489 | $2,368-79.3% | $8,355-94.1% | $1,942-74.8% |