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 |
|---|---|---|
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 17 · EIN 45-4168388 | Pension Consulting | $30,435 |
TIAA5 years Service code 65 · EIN 13-1624203 | Account Maintenance | $3,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,030 | $48,795+68.1% | $65,493+25.2% | $84,808-3.3% |
| Participation rate | 94.0% | 67.0%+27.0pp | 73.1%+20.9pp | 68.3%+25.7pp |
| Annual return | 12.69% | 20.20%-7.5pp | 982.45%-969.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,053 | $1,930+58.2% | $2,574+18.6% | $2,631+16.0% |
| Participant deferral / active EE | $4,950 | $2,928+69.0% | $3,961+25.0% | $4,212+17.5% |
| Admin fee / account holder | $89 | $3,877-97.7% | $5,028-98.2% | $7,344-98.8% |