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 | $113,604 |
MERIDIAN WEALTH MANAGEMENT LLC6+ years Filed as: MERIDIAN MANAGEMENT CO Service code 27 · EIN 71-0496439 | Advisory (Plan) | $80,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,185 | $95,388-7.6% | $125,339-29.6% | $77,904+13.2% |
| Participation rate | 92.3% | 78.6%+13.7pp | 82.4%+9.9pp | 73.7%+18.6pp |
| Annual return | -14.62% | 116.19%-130.8pp | 572.05%-586.7pp | 12.21%-26.8pp |
| Employer contribution / active EE | $3,753 | $3,666+2.4% | $4,814-22.0% | $2,848+31.8% |
| Participant deferral / active EE | $7,878 | $7,711+2.2% | $7,446+5.8% | $4,806+63.9% |
| Admin fee / account holder | $149 | $119+25.7% | $10,010-98.5% | $133+12.7% |