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 LLC4+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 27 · EIN 26-4542513 | Advisory (Plan) | $20,954 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,270 |
Service code 10 · EIN 71-0631123 | Accounting | $11,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,996 | $37,196-73.1% | $154,107-93.5% | $55,725-82.1% |
| Participation rate | 36.8% | 64.1%-27.3pp | 83.0%-46.3pp | 70.9%-34.1pp |
| Annual return | -6.11% | 1319.68%-1325.8pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $347 | $1,614-78.5% | $5,298-93.5% | $2,078-83.3% |
| Participant deferral / active EE | $468 | $2,068-77.4% | $5,081-90.8% | $3,356-86.0% |
| Admin fee / account holder | $130 | $102+27.5% | $13,411-99.0% | $115+12.5% |