Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,509 | $91,621-26.3% | $67,5110% | $77,671-13.1% |
| Participation rate | 95.8% | 76.0%+19.9pp | 72.9%+23.0pp | 70.6%+25.3pp |
| Annual return | 13.77% | 14.87%-1.1pp | 3517.41%-3503.6pp | 31.21%-17.4pp |
| Employer contribution / active EE | $2,992 | $3,184-6.0% | $2,733+9.5% | $2,726+9.7% |
| Participant deferral / active EE | $1,936 | $3,906-50.4% | $4,000-51.6% | $4,648-58.3% |
| Admin fee / account holder | $7 | $176-95.8% | $3,999-99.8% | $430-98.3% |