See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC2 years Service code 28 · EIN 45-4168388 | Investment Management | $26,896 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $15,103 |
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 | $127,130 | $95,542+33.1% | $69,455+83.0% | $67,579+88.1% |
| Participation rate | 98.8% | 79.4%+19.4pp | 74.6%+24.2pp | 71.3%+27.5pp |
| Annual return | 16.38% | 17.67%-1.3pp | 28.97%-12.6pp | 378.56%-362.2pp |
| Employer contribution / active EE | $2,715 | $2,989-9.2% | $2,779-2.3% | $2,148+26.4% |
| Participant deferral / active EE | $4,768 | $3,263+46.1% | $3,535+34.9% | $3,539+34.7% |
| Admin fee / account holder | $57 | $90-36.1% | $3,839-98.5% | $142-59.7% |