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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $43,204 |
GOLDLEAF PARTNERS1 year Service code 50 PO BOX 806 · BRAINERD, MN 56401 | Direct Payment | $14,866 |
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 | $198,321 | $58,879+236.8% | $178,490+11.1% | $73,488+169.9% |
| Participation rate | 85.2% | 66.2%+19.0pp | 81.9%+3.3pp | 70.7%+14.5pp |
| Annual return | 12.72% | 24.86%-12.1pp | 151.07%-138.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $6,403 | $2,236+186.3% | $5,011+27.8% | $2,270+182.1% |
| Participant deferral / active EE | $4,424 | $2,567+72.3% | $5,202-15.0% | $3,740+18.3% |
| Admin fee / account holder | $82 | $400-79.5% | $13,984-99.4% | $513-84.0% |