See peer percentile detail. $4.99 for your first month.
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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, LLC5+ 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... | $3,625 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,744 | $52,293-68.0% | $178,490-90.6% | $73,409-77.2% |
| Participation rate | 0.0% | 65.3%-65.3pp | 81.9%-81.9pp | 72.2%-72.2pp |
| Annual return | 13.01% | 34.75%-21.7pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $901 | $1,735-48.1% | $5,011-82.0% | $2,234-59.7% |
| Participant deferral / active EE | $1,560 | $2,332-33.1% | $5,202-70.0% | $3,805-59.0% |
| Admin fee / account holder | $15 | $127-88.2% | $13,984-99.9% | $158-90.5% |