Filed March 29, 2026 (most recent of 2 filings on file)
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: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Recordkeeping | $32,847 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $15,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,982 | $46,292-46.0% | $143,757-82.6% | $64,808-61.5% |
| Participation rate | 92.6% | 64.2%+28.3pp | 80.3%+12.3pp | 71.5%+21.1pp |
| Annual return | -14.25% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,655 | $1,910-13.4% | $4,951-66.6% | $2,506-34.0% |
| Participant deferral / active EE | $2,298 | $2,646-13.2% | $5,637-59.2% | $4,310-46.7% |
| Admin fee / account holder | $109 | $154-29.4% | $14,673-99.3% | $188-42.2% |