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: PPG RETIREMENT PLAN SERVICES LTD Service code 49 · EIN 39-1915811 5117 GREEN BAY ROAD · KENOSHA, WI 53144 | Other Services | $16,576 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 99 · EIN 39-2018056 | Other Fees | $6,754 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,674 | $198,836-77.5% | $103,333-56.8% | - |
| Participation rate | 87.9% | 60.8%+27.0pp | 74.5%+13.4pp | - |
| Annual return | -19.55% | 12.43%-32.0pp | 24.88%-44.4pp | - |
| Employer contribution / active EE | $732 | $2,607-71.9% | $3,868-81.1% | - |
| Participant deferral / active EE | $4,060 | $3,407+19.2% | $5,057-19.7% | - |
| Admin fee / account holder | $41 | $10,004-99.6% | $8,355-99.5% | - |