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 |
|---|---|---|
MERIDIAN WEALTH PARTNERS LLC2 years Service code 31 · EIN 81-5475391 | Direct payment from the plan; Named f... | $48,475 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $28,884 |
DUNLAPSLK4 years Filed as: DUNLAP SLK Service code 10 · EIN 23-3018514 | Accounting | $13,650 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,081 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $233,044 | $102,317+127.8% | $146,958+58.6% | $80,856+188.2% |
| Participation rate | 81.6% | 75.8%+5.7pp | 82.2%-0.6pp | 67.6%+13.9pp |
| Annual return | 22.65% | 134.76%-112.1pp | 418.34%-395.7pp | 35.59%-12.9pp |
| Employer contribution / active EE | $8,321 | $3,713+124.1% | $4,933+68.7% | $2,755+202.1% |
| Participant deferral / active EE | $9,882 | $6,644+48.7% | $8,070+22.5% | $4,296+130.0% |
| Admin fee / account holder | $337 | $7,941-95.8% | $12,998-97.4% | $6,918-95.1% |