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 LLC5+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 27 · EIN 26-4542513 | Advisory (Plan) | $20,930 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,896 |
Service code 10 · EIN 71-0631123 | Accounting | $5,758 |
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 | $11,247 | $62,928-82.1% | $172,739-93.5% | $67,579-83.4% |
| Participation rate | 43.7% | 64.5%-20.8pp | 82.6%-39.0pp | 71.3%-27.6pp |
| Annual return | 17.53% | 30.36%-12.8pp | 802.84%-785.3pp | 378.56%-361.0pp |
| Employer contribution / active EE | $378 | $1,636-76.9% | $5,143-92.7% | $2,148-82.4% |
| Participant deferral / active EE | $500 | $2,145-76.7% | $5,198-90.4% | $3,539-85.9% |
| Admin fee / account holder | $110 | $167-34.1% | $13,954-99.2% | $142-22.8% |