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 |
|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC2+ years Filed as: MERIDIAN WEALTH MANAGEMENT, LLC Service code 27 · EIN 27-0846572 | Advisory (Plan) | $22,772 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,754 |
MCGREGOR & ASSOCIATES, INC.2+ years Service code 15 · EIN 61-1211399 | Recordkeeping | $1,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,576 | $51,466-54.2% | $78,778-70.1% | $62,292-62.2% |
| Participation rate | 72.2% | 59.8%+12.4pp | 69.2%+3.0pp | 69.5%+2.6pp |
| Annual return | 16.20% | 19.96%-3.8pp | 35.62%-19.4pp | 28.90%-12.7pp |
| Employer contribution / active EE | $157 | $827-81.0% | $1,986-92.1% | $2,042-92.3% |
| Participant deferral / active EE | $1,841 | $2,147-14.3% | $2,958-37.8% | $3,169-41.9% |
| Admin fee / account holder | $132 | $489-73.0% | $5,134-97.4% | $479-72.5% |