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, LLC2+ years Filed as: PLANPILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $19,578 |
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 | $74,570 | $68,408+9.0% | $57,179+30.4% | $57,658+29.3% |
| Participation rate | 91.1% | 79.1%+12.0pp | 75.3%+15.8pp | 70.2%+20.9pp |
| Annual return | 7.81% | 8.51%-0.7pp | 14.59%-6.8pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,067 | $2,869+6.9% | $2,682+14.4% | $1,974+55.4% |
| Participant deferral / active EE | $2,031 | $2,903-30.0% | $3,096-34.4% | $3,061-33.6% |
| Admin fee / account holder | $13 | $70-80.7% | $3,139-99.6% | $95-85.8% |