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 |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,934 |
MERIDIAN WEALTH MANAGEMENT LLC10+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 26 · EIN 26-4542513 | Advisory (Participants) | $18,638 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,980 | $55,415-63.9% | $155,509-87.2% | $74,495-73.2% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.5pp | 67.2%+30.5pp |
| Annual return | 10.88% | 268.50%-257.6pp | 64.67%-53.8pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,158 | $2,267-48.9% | $4,672-75.2% | $2,623-55.8% |
| Participant deferral / active EE | $1,817 | $2,836-35.9% | $5,626-67.7% | $4,346-58.2% |
| Admin fee / account holder | $157 | $1,738-91.0% | $15,912-99.0% | $1,942-91.9% |