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 | Investment management; Finders' fees ... | $71,758 |
Filed as: MERIDIAN WEALTH MANAGEMENT Service code 16 · EIN 27-0846572 | Consulting | $33,405 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.)
Annual investment return 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 | $53,457 | $52,293+2.2% | $178,490-70.1% | $73,409-27.2% |
| Participation rate | 45.3% | 65.3%-20.0pp | 81.9%-36.6pp | 72.2%-26.8pp |
| Annual return | 8.17% | 34.75%-26.6pp | 151.07%-142.9pp | 59.29%-51.1pp |
| Employer contribution / active EE | $1,074 | $1,735-38.1% | $5,011-78.6% | $2,234-51.9% |
| Participant deferral / active EE | $2,219 | $2,332-4.8% | $5,202-57.3% | $3,805-41.7% |
| Admin fee / account holder | $338 | $127+165.5% | $13,984-97.6% | $158+114.2% |