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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $121,995 |
MERIDIAN WEALTH MANAGEMENT LLC5+ years Filed as: MERIDIAN MANAGEMENT CO Service code 27 · EIN 71-0496439 | Advisory (Plan) | $80,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,432 | $104,317+13.5% | $159,436-25.7% | $86,799+36.4% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.8%+10.1pp | 72.3%+20.6pp |
| Annual return | 16.47% | 26.32%-9.8pp | 263.57%-247.1pp | 97.91%-81.4pp |
| Employer contribution / active EE | $3,709 | $3,451+7.5% | $4,829-23.2% | $2,405+54.2% |
| Participant deferral / active EE | $8,205 | $6,837+20.0% | $7,352+11.6% | $4,131+98.6% |
| Admin fee / account holder | $197 | $172+14.5% | $10,799-98.2% | $170+16.3% |