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, LLC3 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 49 · EIN 38-2438760 | Other Services | $1,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,395 | $122,239-49.8% | $184,203-66.7% | $74,495-17.6% |
| Participation rate | 90.8% | 85.5%+5.4pp | 86.8%+4.0pp | 67.2%+23.6pp |
| Annual return | 15.43% | 19.95%-4.5pp | 28.81%-13.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,221 | $4,537-51.0% | $6,427-65.4% | $2,623-15.3% |
| Participant deferral / active EE | $5,771 | $7,139-19.2% | $9,131-36.8% | $4,346+32.8% |
| Admin fee / account holder | $139 | $1,260-89.0% | $13,901-99.0% | $1,942-92.9% |