See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Investment management;... | $61,267 |
Filed as: MERIDIAN WEALTH MANAGEMENT Service code 27 · EIN 27-0846572 | Advisory (Plan) | $35,547 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,621 | $46,292-1.4% | $143,757-68.3% | $64,808-29.6% |
| Participation rate | 46.5% | 64.2%-17.7pp | 80.3%-33.8pp | 71.5%-25.0pp |
| Annual return | -11.93% | -10.05%-1.9pp | -0.04%-11.9pp | 32.82%-44.7pp |
| Employer contribution / active EE | $1,002 | $1,910-47.5% | $4,951-79.8% | $2,506-60.0% |
| Participant deferral / active EE | $2,199 | $2,646-16.9% | $5,637-61.0% | $4,310-49.0% |
| Admin fee / account holder | $280 | $154+82.0% | $14,673-98.1% | $188+49.0% |