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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC5+ years Filed as: GREAT LAKES PENSION SERVICES DBA Service code 15 · EIN 34-1373917 HILEMAN ASSOCIATES · TOLEDO, OH 43606 | Recordkeeping | $16,983 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,232 | $52,953-69.3% | $172,739-90.6% | $65,185-75.1% |
| Participation rate | 95.1% | 66.2%+28.9pp | 82.6%+12.5pp | 70.2%+24.9pp |
| Annual return | 16.25% | 30.12%-13.9pp | 802.84%-786.6pp | 29.38%-13.1pp |
| Employer contribution / active EE | $173 | $2,190-92.1% | $5,143-96.6% | $2,177-92.0% |
| Participant deferral / active EE | $774 | $2,471-68.7% | $5,198-85.1% | $3,514-78.0% |
| Admin fee / account holder | $9 | $472-98.0% | $13,954-99.9% | $847-98.9% |