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, LLC3+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 37923 WEST TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Participant loan processing; Claims p... | $15,737 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,874 | $37,196-65.4% | $154,107-91.6% | $55,725-76.9% |
| Participation rate | 45.4% | 64.1%-18.7pp | 83.0%-37.7pp | 70.9%-25.5pp |
| Annual return | 7.05% | 1319.68%-1312.6pp | 735.12%-728.1pp | 244.93%-237.9pp |
| Employer contribution / active EE | $624 | $1,614-61.4% | $5,298-88.2% | $2,078-70.0% |
| Participant deferral / active EE | $975 | $2,068-52.8% | $5,081-80.8% | $3,356-70.9% |
| Admin fee / account holder | $71 | $102-30.4% | $13,411-99.5% | $115-38.6% |