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, LLC7 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 14 · EIN 38-2438760 | Plan Administrator | $2,875 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $74 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,127 | $101,317+29.4% | $146,958-10.8% | $74,495+76.0% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 17.43% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $4,699 | $3,810+23.3% | $4,933-4.7% | $2,623+79.2% |
| Participant deferral / active EE | $11,503 | $7,303+57.5% | $8,070+42.5% | $4,346+164.7% |
| Admin fee / account holder | $206 | $1,739-88.1% | $12,998-98.4% | $1,942-89.4% |