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 | $20,179 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 15 · EIN 39-1915811 | Recordkeeping | $2,030 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,236 | $58,208-39.5% | $81,812-56.9% | $80,856-56.4% |
| Participation rate | 77.2% | 63.4%+13.8pp | 72.3%+4.8pp | 67.6%+9.5pp |
| Annual return | 11.65% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,832 | $2,340-21.7% | $2,912-37.1% | $2,755-33.5% |
| Participant deferral / active EE | $2,102 | $3,281-35.9% | $4,319-51.3% | $4,296-51.1% |
| Admin fee / account holder | $193 | $4,981-96.1% | $7,386-97.4% | $6,918-97.2% |