See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC5 years Service code 16 · EIN 45-4168388 | Consulting | $29,817 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $11,625 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,134 | $94,833-1.8% | $75,696+23.0% | $86,799+7.3% |
| Participation rate | 94.1% | 79.1%+15.0pp | 74.8%+19.3pp | 72.3%+21.9pp |
| Annual return | 12.37% | 16.91%-4.5pp | 104.53%-92.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $3,383 | $2,904+16.5% | $2,743+23.4% | $2,405+40.7% |
| Participant deferral / active EE | $4,754 | $3,632+30.9% | $3,821+24.4% | $4,131+15.1% |
| Admin fee / account holder | $38 | $109-64.6% | $3,619-98.9% | $170-77.3% |