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, LLC2+ years Filed as: PLAN PILOT, LLC Service code 10 · EIN 45-4168388 | Accounting | $15,930 |
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 | $187,559 | $51,244+266.0% | $80,977+131.6% | $55,167+240.0% |
| Participation rate | 98.8% | 71.7%+27.2pp | 75.8%+23.0pp | 69.0%+29.9pp |
| Annual return | 6.95% | 17.39%-10.4pp | 17.11%-10.2pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,805 | $1,770+58.5% | $3,715-24.5% | $1,963+42.9% |
| Participant deferral / active EE | $7,191 | $4,418+62.8% | $5,696+26.2% | $3,054+135.4% |
| Admin fee / account holder | $32 | $398-91.9% | $5,517-99.4% | $504-93.6% |