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 |
|---|---|---|
Service code 99 | Other Fees | $57,695 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 | Other Services | $15,174 |
Filed as: ANNEX WEALTH MANAGEMENT Service code 99 · EIN 68-0524298 17950 W. CORPORATE DR, SUITE 300 · BROOKFIELD, WI 53045 | Other Fees | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5117 GREEN BAY ROAD, SUITE B · KENOSHA, WI 53144 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,142 | $102,317+181.6% | $146,958+96.1% | $80,856+256.4% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 13.73% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,788 | $3,713+55.9% | $4,933+17.3% | $2,755+110.1% |
| Participant deferral / active EE | $12,232 | $6,644+84.1% | $8,070+51.6% | $4,296+184.7% |
| Admin fee / account holder | $72 | $7,941-99.1% | $12,998-99.4% | $6,918-99.0% |