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 | $20,798 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 15 · EIN 39-1915811 | Recordkeeping | $2,240 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $566 |
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 | $33,845 | $54,705-38.1% | $71,209-52.5% | $84,808-60.1% |
| Participation rate | 77.3% | 64.1%+13.2pp | 73.8%+3.5pp | 68.3%+9.0pp |
| Annual return | 13.19% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,715 | $2,158-20.5% | $2,721-37.0% | $2,631-34.8% |
| Participant deferral / active EE | $2,030 | $3,030-33.0% | $4,175-51.4% | $4,212-51.8% |
| Admin fee / account holder | $203 | $4,863-95.8% | $5,349-96.2% | $7,344-97.2% |