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: MEEDER ADVISORY SERVICES, INC Service code 27 · EIN 31-1332744 | Advisory (Plan) | $35,318 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,679 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $5,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,774 | $78,485-26.4% | $106,213-45.6% | $74,495-22.4% |
| Participation rate | 99.1% | 72.8%+26.3pp | 75.3%+23.8pp | 67.2%+31.9pp |
| Annual return | 11.97% | 15.95%-4.0pp | 116.14%-104.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,748 | $2,523+8.9% | $3,171-13.3% | $2,623+4.8% |
| Participant deferral / active EE | $4,196 | $4,322-2.9% | $5,016-16.3% | $4,346-3.5% |
| Admin fee / account holder | $225 | $2,232-89.9% | $11,033-98.0% | $1,942-88.4% |