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 | $39,111 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $22,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,119 | $50,815-36.8% | $155,509-79.3% | $77,643-58.6% |
| Participation rate | 91.5% | 63.1%+28.4pp | 78.2%+13.4pp | 70.6%+21.0pp |
| Annual return | 14.25% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,076 | $1,993+4.2% | $4,672-55.6% | $2,726-23.9% |
| Participant deferral / active EE | $2,344 | $2,822-17.0% | $5,626-58.3% | $4,647-49.6% |
| Admin fee / account holder | $101 | $437-76.9% | $15,912-99.4% | $430-76.5% |