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, LLC9+ years Filed as: GREAT LAKES PENSION SERVICES DBA Service code 49 · EIN 34-1373917 HILEMAN ASSOCIATES · TOLEDO, OH 43606 | Other Services | $11,894 |
Filed as: GREAT LAKES PENSION SERVICES, INC. Service code 49 | Other Services | $1,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,620 | $61,272-69.6% | $149,673-87.6% | $71,457-73.9% |
| Participation rate | 91.4% | 62.5%+28.9pp | 78.8%+12.7pp | 67.9%+23.5pp |
| Annual return | 15.00% | 35.85%-20.8pp | 134.42%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $370 | $2,378-84.4% | $4,818-92.3% | $2,588-85.7% |
| Participant deferral / active EE | $951 | $2,917-67.4% | $5,680-83.2% | $4,289-77.8% |
| Admin fee / account holder | $59 | $1,261-95.3% | $13,210-99.6% | $1,587-96.3% |