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, LLC8+ years Filed as: GREAT LAKES PENSION SERVICES DBA Service code 49 · EIN 34-1373917 HILEMAN ASSOCIATES · TOLEDO, OH 43606 | Other Services | $13,502 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,463 | $65,061-80.8% | $143,757-91.3% | $66,914-81.4% |
| Participation rate | 95.3% | 65.2%+30.1pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -15.75% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $369 | $2,361-84.4% | $4,951-92.5% | $2,544-85.5% |
| Participant deferral / active EE | $977 | $2,919-66.5% | $5,637-82.7% | $4,237-76.9% |
| Admin fee / account holder | $13 | $502-97.4% | $14,673-99.9% | $593-97.8% |