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 9-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 Service code 15 · EIN 39-0989781 | Recordkeeping | $13,329 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 | Recordkeeping | $4,740 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 39-0989781 | Advisory (Plan) | $93 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,173 | $55,636-87.1% | $81,983-91.3% | $73,488-90.2% |
| Participation rate | 99.1% | 62.3%+36.8pp | 69.2%+29.9pp | 70.7%+28.4pp |
| Annual return | 20.91% | 19.07%+1.8pp | 41.31%-20.4pp | 28.51%-7.6pp |
| Employer contribution / active EE | $4,222 | $1,625+159.9% | $2,498+69.0% | $2,270+86.0% |
| Participant deferral / active EE | $572 | $2,762-79.3% | $3,722-84.6% | $3,740-84.7% |
| Admin fee / account holder | $62 | $493-87.3% | $5,664-98.9% | $513-87.8% |