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 | $43,464 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $19,425 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $4,199 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $2,070 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,291 | $76,050-12.8% | $96,544-31.3% | $71,457-7.2% |
| Participation rate | 70.8% | 74.4%-3.6pp | 76.0%-5.1pp | 67.9%+2.9pp |
| Annual return | 11.83% | 22.81%-11.0pp | 25.84%-14.0pp | 28.85%-17.0pp |
| Employer contribution / active EE | $413 | $2,244-81.6% | $2,965-86.1% | $2,588-84.0% |
| Participant deferral / active EE | $2,487 | $4,215-41.0% | $4,851-48.7% | $4,289-42.0% |
| Admin fee / account holder | $418 | $2,707-84.5% | $8,252-94.9% | $1,587-73.6% |