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 | $15,331 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 15 · EIN 39-1915811 | Recordkeeping | $1,765 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,888 | $54,350-57.9% | $82,719-72.3% | $68,494-66.6% |
| Participation rate | 87.1% | 63.9%+23.2pp | 72.6%+14.5pp | 67.9%+19.2pp |
| Annual return | -11.35% | -13.67%+2.3pp | 701.18%-712.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,818 | $2,218-18.0% | $3,009-39.6% | $2,596-30.0% |
| Participant deferral / active EE | $1,829 | $3,246-43.6% | $4,395-58.4% | $4,027-54.6% |
| Admin fee / account holder | $122 | $4,395-97.2% | $5,329-97.7% | $5,403-97.7% |