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 MANAGEMENT LLC10+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 28 · EIN 71-0496439 | Investment Management | $79,442 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,768 | $60,323+128.4% | $81,812+68.4% | $74,495+84.9% |
| Participation rate | 94.8% | 62.9%+32.0pp | 72.3%+22.5pp | 67.2%+27.6pp |
| Annual return | 15.95% | 16.90%-1.0pp | 773.79%-757.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $6,559 | $2,620+150.3% | $2,912+125.2% | $2,623+150.1% |
| Participant deferral / active EE | $12,473 | $3,387+268.2% | $4,319+188.8% | $4,346+187.0% |
| Admin fee / account holder | $289 | $1,486-80.6% | $7,386-96.1% | $1,942-85.1% |