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, LLC3 years Service code 16 · EIN 45-4168388 | Consulting | $37,635 |
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 | $77,742 | $95,542-18.6% | $69,455+11.9% | $67,579+15.0% |
| Participation rate | 97.8% | 79.4%+18.4pp | 74.6%+23.2pp | 71.3%+26.5pp |
| Annual return | 16.02% | 17.67%-1.7pp | 28.97%-13.0pp | 378.56%-362.5pp |
| Employer contribution / active EE | $3,043 | $2,989+1.8% | $2,779+9.5% | $2,148+41.7% |
| Participant deferral / active EE | $4,680 | $3,263+43.4% | $3,535+32.4% | $3,539+32.2% |
| Admin fee / account holder | $30 | $90-66.3% | $3,839-99.2% | $142-78.7% |