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 Service code 49 · EIN 60-6066913 223 W JACKSON BLVD · CHICAGO, IL 60606 | Other Services | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,670 | $67,594+20.8% | $77,361+5.6% | $69,733+17.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 9.50% | 19.20%-9.7pp | 1011.54%-1002.0pp | 15.22%-5.7pp |
| Employer contribution / active EE | $2,673 | $2,649+0.9% | $2,990-10.6% | $2,250+18.8% |
| Participant deferral / active EE | $4,403 | $3,401+29.5% | $3,911+12.6% | $3,054+44.2% |
| Admin fee / account holder | $84 | $1,159-92.7% | $5,894-98.6% | $3,102-97.3% |