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 16 · EIN 45-4168388 | Consulting | $7,897 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $258 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,836 | $79,124+24.9% | $60,874+62.4% | $64,808+52.5% |
| Participation rate | 97.0% | 77.7%+19.3pp | 73.1%+23.9pp | 71.5%+25.6pp |
| Annual return | -11.87% | -7.13%-4.7pp | 16.90%-28.8pp | 32.82%-44.7pp |
| Employer contribution / active EE | $2,199 | $3,050-27.9% | $2,701-18.6% | $2,506-12.3% |
| Participant deferral / active EE | $3,868 | $3,725+3.8% | $3,817+1.3% | $4,310-10.3% |
| Admin fee / account holder | $9 | $106-91.5% | $3,224-99.7% | $188-95.2% |