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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,166 |
Filed as: MERIDIAN FINANCIAL GROUP Service code 27 623 BRETON PLACE · ARNOLD, MD 21012 | Advisory (Plan) | $14,376 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,066 | $123,793-50.7% | $177,821-65.7% | $79,858-23.5% |
| Participation rate | 97.3% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 12.20% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,389 | $4,095-41.7% | $5,918-59.6% | $2,471-3.3% |
| Participant deferral / active EE | $4,322 | $5,956-27.4% | $7,714-44.0% | $3,740+15.6% |
| Admin fee / account holder | $220 | $7,243-97.0% | $12,427-98.2% | $5,306-95.9% |