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 | $16,973 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 15 · EIN 39-1915811 | Recordkeeping | $3,570 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,324 | $60,243-51.3% | $86,612-66.1% | - |
| Participation rate | 84.8% | 60.8%+24.1pp | 71.7%+13.2pp | - |
| Annual return | 15.51% | 59.27%-43.8pp | 591.07%-575.6pp | - |
| Employer contribution / active EE | $1,641 | $2,261-27.4% | $3,022-45.7% | - |
| Participant deferral / active EE | $1,929 | $2,994-35.6% | $4,438-56.5% | - |
| Admin fee / account holder | $167 | $4,652-96.4% | $5,614-97.0% | - |