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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,960 |
Service code 49 · EIN 38-2472555 | Other Services | $13,814 |
Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 13 · EIN 38-2438760 | Contract Administrator | $7,138 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,736 | $96,484-25.6% | $156,263-54.1% | $74,304-3.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 13.81% | 17.73%-3.9pp | 59.47%-45.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,134 | $2,528+24.0% | $4,333-27.7% | $2,241+39.8% |
| Participant deferral / active EE | $5,456 | $4,286+27.3% | $6,158-11.4% | $3,767+44.8% |
| Admin fee / account holder | $280 | $3,728-92.5% | $14,255-98.0% | $2,969-90.6% |