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 |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC9 years Filed as: ANNEX WEALTH MANAGEMENT Service code 99 · EIN 68-0524298 12700 W. BLUEMOUND ROAD · ELM GROVE, WI 53122 | Other Fees | $37,978 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 49 | Other Services | $9,438 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,623 | $87,870-3.7% | $113,168-25.2% | $74,304+13.9% |
| Participation rate | 99.2% | 70.7%+28.5pp | 76.6%+22.7pp | 60.3%+38.9pp |
| Annual return | 13.20% | 26.44%-13.2pp | 24.27%-11.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,976 | $2,277-13.2% | $2,975-33.6% | $2,241-11.8% |
| Participant deferral / active EE | $5,767 | $4,241+36.0% | $5,107+12.9% | $3,767+53.1% |
| Admin fee / account holder | $216 | $3,368-93.6% | $12,068-98.2% | $2,969-92.7% |