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 ASSOCIATE, INC. Service code 37 · EIN 38-2438760 39723 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $45,351 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $22,217 |
AMERICAN FUNDS3 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 21 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,753 | $45,719-69.9% | $96,139-85.7% | $93,030-85.2% |
| Participation rate | 37.4% | 45.8%-8.5pp | 68.4%-31.1pp | 73.9%-36.5pp |
| Annual return | 12.89% | 3211.95%-3199.1pp | 191.94%-179.1pp | 158.70%-145.8pp |
| Employer contribution / active EE | $288 | $1,139-74.7% | $2,797-89.7% | $2,706-89.4% |
| Participant deferral / active EE | $725 | $2,344-69.1% | $4,349-83.3% | $4,562-84.1% |
| Admin fee / account holder | $110 | $128-14.2% | $5,537-98.0% | $152-27.5% |