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, LLC4 years Service code 16 · EIN 45-4168388 | Consulting | $24,960 |
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 | $86,480 | $84,948+1.8% | $70,449+22.8% | $73,409+17.8% |
| Participation rate | 94.1% | 79.9%+14.1pp | 75.1%+19.0pp | 72.2%+21.9pp |
| Annual return | 11.90% | 13.39%-1.5pp | 109.03%-97.1pp | 59.29%-47.4pp |
| Employer contribution / active EE | $1,590 | $2,834-43.9% | $2,737-41.9% | $2,234-28.8% |
| Participant deferral / active EE | $4,726 | $3,387+39.5% | $3,709+27.4% | $3,805+24.2% |
| Admin fee / account holder | $20 | $98-79.3% | $3,845-99.5% | $158-87.1% |