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, LLC6+ 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... | $5,625 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,208 |
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 | $21,631 | $56,485-61.7% | $185,823-88.4% | $86,799-75.1% |
| Participation rate | 53.3% | 65.5%-12.2pp | 81.7%-28.4pp | 72.3%-19.0pp |
| Annual return | 24.24% | 118.04%-93.8pp | 122.05%-97.8pp | 97.91%-73.7pp |
| Employer contribution / active EE | $1,029 | $1,843-44.2% | $5,167-80.1% | $2,405-57.2% |
| Participant deferral / active EE | $1,990 | $2,553-22.1% | $5,568-64.3% | $4,131-51.8% |
| Admin fee / account holder | $138 | $150-7.8% | $16,237-99.2% | $170-18.6% |