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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,706 |
MERIDIAN WEALTH ADVISORS LLC4 years Service code 27 · EIN 23-2969752 | Advisory (Plan) | $24,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,224 | $101,317-27.7% | $146,958-50.2% | $74,495-1.7% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 12.24% | 8730.91%-8718.7pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,690 | $3,810-3.2% | $4,933-25.2% | $2,623+40.7% |
| Participant deferral / active EE | $6,426 | $7,303-12.0% | $8,070-20.4% | $4,346+47.9% |
| Admin fee / account holder | $376 | $1,739-78.4% | $12,998-97.1% | $1,942-80.6% |