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 ADVISORS LLC2 years Service code 27 · EIN 23-2969752 | Advisory (Plan) | $18,520 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,636 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $2,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,939 | $84,487-43.3% | $125,339-61.8% | $66,914-28.4% |
| Participation rate | 95.5% | 76.4%+19.0pp | 82.4%+13.1pp | 69.8%+25.7pp |
| Annual return | -13.52% | -8.39%-5.1pp | 572.05%-585.6pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,179 | $3,553-10.5% | $4,814-34.0% | $2,544+24.9% |
| Participant deferral / active EE | $5,000 | $6,781-26.3% | $7,446-32.9% | $4,237+18.0% |
| Admin fee / account holder | $222 | $685-67.6% | $10,010-97.8% | $593-62.6% |