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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $94,672 |
Filed as: MERIDIAN WEALTH MANAGEMENT Service code 16 · EIN 27-0846572 | Consulting | $33,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,022 | $37,196+21.0% | $154,107-70.8% | $55,725-19.2% |
| Participation rate | 48.5% | 64.1%-15.6pp | 83.0%-34.5pp | 70.9%-22.4pp |
| Annual return | -3.40% | 1319.68%-1323.1pp | 735.12%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,116 | $1,614-30.9% | $5,298-78.9% | $2,078-46.3% |
| Participant deferral / active EE | $1,949 | $2,068-5.8% | $5,081-61.6% | $3,356-41.9% |
| Admin fee / account holder | $434 | $102+326.9% | $13,411-96.8% | $115+276.5% |