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 4-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: PPG RETIREMENT PLAN SERVICES Service code 13 5525 GREEN BAY ROAD · KENOSHA, WI 531443737 | Contract Administrator | $10,659 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,430 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $7,301 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $983 |
Filed as: MORGAN STANELY INSURANCE COMPANY Service code 55 | Other Commissions | $147 |
Filed as: MORGAN STANELY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,262 | $76,670-87.9% | $96,683-90.4% | $71,457-87.0% |
| Participation rate | 83.3% | 66.6%+16.8pp | 74.3%+9.0pp | 67.9%+15.4pp |
| Annual return | 79.65% | 48.29%+31.4pp | 35.69%+44.0pp | 28.85%+50.8pp |
| Employer contribution / active EE | $1,912 | $3,031-36.9% | $3,737-48.8% | $2,588-26.1% |
| Participant deferral / active EE | $3,562 | $3,771-5.5% | $4,878-27.0% | $4,289-16.9% |
| Admin fee / account holder | $145 | $2,028-92.8% | $6,730-97.8% | $1,587-90.9% |