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 ASSOCIATE, INC. Service code 37 · EIN 38-2438760 37923 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $52,131 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $21,940 |
AMERICAN FUNDS4 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 | $11,116 | $34,677-67.9% | $77,024-85.6% | $64,808-82.8% |
| Participation rate | 37.3% | 49.8%-12.6pp | 67.9%-30.6pp | 71.5%-34.2pp |
| Annual return | -14.76% | -5.33%-9.4pp | 42.32%-57.1pp | 32.82%-47.6pp |
| Employer contribution / active EE | $371 | $1,370-72.9% | $2,812-86.8% | $2,506-85.2% |
| Participant deferral / active EE | $953 | $2,556-62.7% | $4,426-78.5% | $4,310-77.9% |
| Admin fee / account holder | $165 | $179-7.4% | $5,425-97.0% | $188-12.0% |