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, LLC6+ years Filed as: GREAT LAKES PENSION SERVICES DBA Service code 15 · EIN 34-1373917 HILEMAN ASSOCIATES · TOLEDO, OH 43606 | Recordkeeping | $14,856 |
Employer contribution per participant 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 | $15,850 | $58,879-73.1% | $178,490-91.1% | $73,488-78.4% |
| Participation rate | 95.0% | 66.2%+28.8pp | 81.9%+13.1pp | 70.7%+24.3pp |
| Annual return | 15.73% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $176 | $2,236-92.1% | $5,011-96.5% | $2,270-92.3% |
| Participant deferral / active EE | $854 | $2,567-66.7% | $5,202-83.6% | $3,740-77.2% |
| Admin fee / account holder | $12 | $400-96.9% | $13,984-99.9% | $513-97.6% |