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 | $29,756 |
MERIDIAN WEALTH ADVISORS LLC5 years Service code 27 · EIN 23-2969752 | Advisory (Plan) | $28,702 |
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 | $81,119 | $100,923-19.6% | $150,045-45.9% | $74,304+9.2% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.3%+15.2pp | 60.3%+37.1pp |
| Annual return | 11.92% | 51.77%-39.8pp | 62.55%-50.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $3,716 | $3,463+7.3% | $4,693-20.8% | $2,241+65.8% |
| Participant deferral / active EE | $6,529 | $6,709-2.7% | $7,997-18.4% | $3,767+73.3% |
| Admin fee / account holder | $380 | $2,767-86.3% | $13,435-97.2% | $2,969-87.2% |