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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $14,366 |
JOHNSON BANK1 year Filed as: JOHNSON BANK ATTN KEVIN TYDRICK Service code 99 · EIN 39-1141446 | Other Fees | $8,022 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $6,511 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $950 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,851 | $65,435-5.5% | $86,677-28.6% | $66,914-7.6% |
| Participation rate | 67.7% | 75.5%-7.8pp | 76.6%-8.9pp | 69.8%-2.1pp |
| Annual return | -13.55% | -10.89%-2.7pp | 35.91%-49.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $204 | $2,153-90.5% | $2,836-92.8% | $2,544-92.0% |
| Participant deferral / active EE | $2,217 | $4,100-45.9% | $4,656-52.4% | $4,237-47.7% |
| Admin fee / account holder | $349 | $642-45.7% | $7,493-95.3% | $593-41.2% |