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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,897 |
Filed as: MERIDIAN FINANCIAL GROUP Service code 27 623 BRETON PLACE · ARNOLD, MD 21012 | Advisory (Plan) | $14,086 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,368 | $110,094-49.7% | $151,611-63.5% | $68,494-19.2% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -5.10% | -10.12%+5.0pp | 3.33%-8.4pp | -7.84%+2.7pp |
| Employer contribution / active EE | $2,502 | $4,471-44.0% | $6,166-59.4% | $2,596-3.6% |
| Participant deferral / active EE | $3,771 | $6,527-42.2% | $8,363-54.9% | $4,027-6.4% |
| Admin fee / account holder | $228 | $7,719-97.1% | $11,616-98.0% | $5,403-95.8% |