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 |
|---|---|---|
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $32,594 |
PLANPILOT, LLC2 years Filed as: PLANPILOT LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,699 | $67,984+77.5% | $65,493+84.3% | $74,304+62.4% |
| Participation rate | 99.3% | 66.3%+33.0pp | 73.1%+26.2pp | 60.3%+38.9pp |
| Annual return | 11.07% | 19.87%-8.8pp | 982.45%-971.4pp | 29.43%-18.4pp |
| Employer contribution / active EE | $5,185 | $2,491+108.1% | $2,574+101.4% | $2,241+131.4% |
| Participant deferral / active EE | $7,855 | $3,346+134.7% | $3,961+98.3% | $3,767+108.5% |
| Admin fee / account holder | $107 | $1,373-92.2% | $5,028-97.9% | $2,969-96.4% |