See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC11+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 27 · EIN 71-0496439 | Advisory (Plan) | $57,201 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,912 |
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 | $129,089 | $56,317+129.2% | $71,209+81.3% | $74,304+73.7% |
| Participation rate | 73.1% | 55.1%+18.0pp | 73.8%-0.7pp | 60.3%+12.7pp |
| Annual return | 19.06% | 42.83%-23.8pp | 282.51%-263.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $5,498 | $2,160+154.5% | $2,721+102.1% | $2,241+145.3% |
| Participant deferral / active EE | $9,161 | $2,788+228.6% | $4,175+119.4% | $3,767+143.2% |
| Admin fee / account holder | $253 | $2,290-89.0% | $5,349-95.3% | $2,969-91.5% |