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 28 · EIN 45-4168388 | Investment Management | $7,467 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,242 | $70,083+65.9% | $59,878+94.1% | $55,725+108.6% |
| Participation rate | 97.9% | 78.4%+19.6pp | 74.7%+23.2pp | 70.9%+27.1pp |
| Annual return | -3.65% | 3.13%-6.8pp | 3.46%-7.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,573 | $2,878-10.6% | $2,722-5.5% | $2,078+23.8% |
| Participant deferral / active EE | $4,419 | $3,079+43.5% | $3,402+29.9% | $3,356+31.7% |
| Admin fee / account holder | $10 | $70-85.2% | $3,590-99.7% | $115-91.0% |