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 15 · EIN 13-3689044 6400 C ST SW · CEDAR RAPIDS, IA 52404 | Recordkeeping | $104,974 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD · KENOSHA, WI 53144 | Recordkeeping | $16,153 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $5,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,966 | $89,248+22.1% | $136,007-19.9% | $74,495+46.3% |
| Participation rate | 78.5% | 69.4%+9.1pp | 76.5%+2.0pp | 67.2%+11.3pp |
| Annual return | 8.55% | 22.76%-14.2pp | 579.32%-570.8pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $2,703 | $2,838-4.8% | $4,217-35.9% | $2,623+3.0% |
| Participant deferral / active EE | $4,198 | $4,598-8.7% | $7,025-40.2% | $4,346-3.4% |
| Admin fee / account holder | $460 | $1,545-70.2% | $6,858-93.3% | $1,942-76.3% |