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 | $120,496 |
MERIDIAN WEALTH MANAGEMENT LLC7+ years Filed as: MERIDIAN MANAGEMENT CO Service code 27 · EIN 71-0496439 | Advisory (Plan) | $80,000 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $5,125 |
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 | $94,534 | $107,459-12.0% | $135,903-30.4% | $80,160+17.9% |
| Participation rate | 95.0% | 78.0%+16.9pp | 81.9%+13.1pp | 72.9%+22.0pp |
| Annual return | 20.62% | 91.91%-71.3pp | 68.23%-47.6pp | 40.38%-19.8pp |
| Employer contribution / active EE | $4,102 | $3,877+5.8% | $4,856-15.5% | $2,978+37.8% |
| Participant deferral / active EE | $8,818 | $8,195+7.6% | $7,758+13.7% | $5,017+75.8% |
| Admin fee / account holder | $132 | $127+4.0% | $10,762-98.8% | $145-8.9% |