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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,077 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 15 · EIN 39-1915811 | Recordkeeping | $1,200 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $457 |
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 | $25,182 | $63,745-60.5% | $98,442-74.4% | $79,386-68.3% |
| Participation rate | 80.9% | 69.9%+11.0pp | 73.3%+7.5pp | 70.7%+10.2pp |
| Annual return | 11.35% | 625.80%-614.4pp | 1492.73%-1481.4pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,538 | $2,557-39.9% | $2,960-48.0% | $2,427-36.6% |
| Participant deferral / active EE | $1,495 | $3,303-54.7% | $4,276-65.0% | $4,046-63.0% |
| Admin fee / account holder | $123 | $516-76.1% | $5,949-97.9% | $626-80.3% |