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, LLC10+ years Filed as: GREAT LAKES PENSION SERVICES DBA Service code 49 · EIN 34-1373917 HILEMAN ASSOCIATES · TOLEDO, OH 43606 | Other Services | $12,193 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES PENSION SERVICES, INC. Service code 49 | Other Services | $2,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,017 | $55,415-62.1% | $155,509-86.5% | $74,495-71.8% |
| Participation rate | 94.1% | 61.9%+32.2pp | 78.2%+15.9pp | 67.2%+26.9pp |
| Annual return | 13.24% | 268.50%-255.3pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $424 | $2,267-81.3% | $4,672-90.9% | $2,623-83.8% |
| Participant deferral / active EE | $1,026 | $2,836-63.8% | $5,626-81.8% | $4,346-76.4% |
| Admin fee / account holder | $77 | $1,738-95.6% | $15,912-99.5% | $1,942-96.1% |