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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,500 |
PASQUESI SHEPPARD LLC6 years Service code 10 · EIN 36-4049282 | Accounting | $20,750 |
PLANPILOT, LLC1 year Filed as: PLANPILOT LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,200 |
Service code 16 · EIN 26-1233837 | Consulting | $2,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,576 | $69,763+61.4% | $67,502+66.8% | $74,495+51.1% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 13.79% | -40.34%+54.1pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $5,930 | $2,704+119.3% | $2,731+117.1% | $2,623+126.1% |
| Participant deferral / active EE | $7,806 | $3,636+114.7% | $4,000+95.2% | $4,346+79.6% |
| Admin fee / account holder | $65 | $896-92.7% | $3,998-98.4% | $1,942-96.6% |