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 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.
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 | $81,670 | $67,984+20.1% | $65,493+24.7% | $74,304+9.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 9.50% | 19.87%-10.4pp | 982.45%-972.9pp | 29.43%-19.9pp |
| Employer contribution / active EE | $2,673 | $2,491+7.3% | $2,574+3.8% | $2,241+19.3% |
| Participant deferral / active EE | $4,403 | $3,346+31.6% | $3,961+11.2% | $3,767+16.9% |
| Admin fee / account holder | $84 | $1,373-93.8% | $5,028-98.3% | $2,969-97.2% |