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 FINANCIAL GROUP Service code 27 623 BRETON PLACE · ARNOLD, MD 21012 | Advisory (Plan) | $14,394 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,571 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,951 | $94,529-53.5% | $140,016-68.6% | $64,186-31.5% |
| Participation rate | 97.7% | 84.1%+13.6pp | 87.5%+10.2pp | 69.6%+28.2pp |
| Annual return | -6.06% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,961 | $3,812-48.6% | $5,606-65.0% | $2,381-17.6% |
| Participant deferral / active EE | $3,600 | $5,250-31.4% | $6,927-48.0% | $3,470+3.8% |
| Admin fee / account holder | $197 | $6,741-97.1% | $10,705-98.2% | $4,888-96.0% |