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 28 · EIN 45-4168388 | Investment Management | $11,584 |
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 | $77,620 | $74,552+4.1% | $62,995+23.2% | $69,631+11.5% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 14.06% | 15.77%-1.7pp | 87.57%-73.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $3,866 | $2,929+32.0% | $2,759+40.1% | $2,032+90.3% |
| Participant deferral / active EE | $5,146 | $2,974+73.0% | $3,329+54.6% | $3,224+59.6% |
| Admin fee / account holder | $10 | $59-83.9% | $3,600-99.7% | $110-91.3% |