Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC4 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $16,218 |
JMM CPA1 year Filed as: JMM CPA, PC Service code 10 · EIN 47-2940358 | Accounting | $8,650 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$56,257 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,293 | $98,766+31.9% | $149,730-13.0% | $79,852+63.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.05% | 27.43%-14.4pp | 276.70%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $5,550 | $3,217+72.5% | $4,645+19.5% | $2,471+124.6% |
| Participant deferral / active EE | $8,916 | $5,681+57.0% | $6,843+30.3% | $3,740+138.4% |
| Admin fee / account holder | $14 | $6,052-99.8% | $9,310-99.8% | $5,306-99.7% |