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, LLC1 year Filed as: PLANPILOT LLC Service code 28 · EIN 45-4168388 | Investment Management | $2,775 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,839 |
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 | $45,605 | $61,214-25.5% | $83,322-45.3% | $56,287-19.0% |
| Participation rate | 82.4% | 72.6%+9.8pp | 77.8%+4.6pp | 69.9%+12.5pp |
| Annual return | -4.79% | 0.42%-5.2pp | 10.64%-15.4pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,053 | $1,925+6.6% | $3,379-39.2% | $2,111-2.7% |
| Participant deferral / active EE | $6,021 | $5,091+18.3% | $5,565+8.2% | $3,350+79.8% |
| Admin fee / account holder | $15 | $512-97.2% | $7,540-99.8% | $521-97.2% |