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, LLC4+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 37923 WEST TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Claims processing; Participant loan p... | $12,835 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,179 | $62,928-77.5% | $172,739-91.8% | $67,579-79.0% |
| Participation rate | 45.0% | 64.5%-19.5pp | 82.6%-37.6pp | 71.3%-26.3pp |
| Annual return | 6.18% | 30.36%-24.2pp | 802.84%-796.7pp | 378.56%-372.4pp |
| Employer contribution / active EE | $710 | $1,636-56.6% | $5,143-86.2% | $2,148-67.0% |
| Participant deferral / active EE | $1,201 | $2,145-44.0% | $5,198-76.9% | $3,539-66.1% |
| Admin fee / account holder | $51 | $167-69.7% | $13,954-99.6% | $142-64.5% |