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 |
|---|---|---|
Filed as: MERIDIAN MANAGEMENT Service code 26 · EIN 71-0496439 | Advisory (Participants) | $28,801 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,508,192 | $122,239+1951.9% | $184,203+1261.6% | $74,495+3266.9% |
| Participation rate | 1.4% | 85.5%-84.1pp | 86.8%-85.4pp | 67.2%-65.8pp |
| Annual return | 14.52% | 19.95%-5.4pp | 28.81%-14.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,177 | $4,537-52.0% | $6,427-66.1% | $2,623-17.0% |
| Participant deferral / active EE | $3,844 | $7,139-46.2% | $9,131-57.9% | $4,346-11.6% |
| Admin fee / account holder | $18,942 | $1,260+1403.7% | $13,901+36.3% | $1,942+875.5% |