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, LLC3+ years Filed as: PLANPILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $20,884 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,379 | $74,552+2.5% | $62,995+21.2% | $69,631+9.7% |
| Participation rate | 97.5% | 78.3%+19.2pp | 74.8%+22.7pp | 70.7%+26.8pp |
| Annual return | 13.74% | 15.77%-2.0pp | 87.57%-73.8pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $3,256 | $2,929+11.1% | $2,759+18.0% | $2,032+60.2% |
| Participant deferral / active EE | $2,585 | $2,974-13.1% | $3,329-22.4% | $3,224-19.8% |
| Admin fee / account holder | $13 | $59-77.8% | $3,600-99.6% | $110-88.0% |