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 10-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 |
|---|---|---|
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,292 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,509 | $91,762-26.4% | $67,5020% | $77,643-13.1% |
| Participation rate | 95.8% | 75.9%+19.9pp | 72.9%+23.0pp | 70.6%+25.3pp |
| Annual return | 13.77% | 14.87%-1.1pp | 3512.12%-3498.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,992 | $3,181-5.9% | $2,731+9.5% | $2,726+9.8% |
| Participant deferral / active EE | $1,936 | $3,903-50.4% | $4,000-51.6% | $4,647-58.3% |
| Admin fee / account holder | $7 | $176-95.8% | $3,998-99.8% | $430-98.3% |