See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $26,401 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 | Other Services | $2,490 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $33,597 | $52,208-35.6% | $86,612-61.2% | $74,419-54.9% |
| Participation rate | 30.6% | 66.3%-35.7pp | 71.7%-41.1pp | 70.7%-40.1pp |
| Annual return | 18.47% | 44.46%-26.0pp | 591.07%-572.6pp | 34.38%-15.9pp |
| Employer contribution / active EE | $79 | $2,282-96.5% | $3,022-97.4% | $2,637-97.0% |
| Participant deferral / active EE | $1,416 | $3,383-58.1% | $4,438-68.1% | $4,528-68.7% |
| Admin fee / account holder | $50 | $319-84.4% | $5,614-99.1% | $348-85.7% |