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 Filed as: PLAN PILOT LLC Service code 99 · EIN 45-4168388 | Other Fees | $28,077 |
Filed as: LANE GORMAN TRUBITT LLC Service code 99 · EIN 75-1044330 | Other Fees | $12,000 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 99 · EIN 75-1451116 | Other Fees | $9,359 |
THE ALLOCATION COMPANY1 year Service code 99 · EIN 76-0354750 | Other Fees | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,007 | $67,984+207.4% | $65,493+219.1% | $74,304+181.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 10.33% | 19.87%-9.5pp | 982.45%-972.1pp | 29.43%-19.1pp |
| Employer contribution / active EE | $4,517 | $2,491+81.3% | $2,574+75.5% | $2,241+101.5% |
| Participant deferral / active EE | $7,131 | $3,346+113.1% | $3,961+80.0% | $3,767+89.3% |
| Admin fee / account holder | $584 | $1,373-57.4% | $5,028-88.4% | $2,969-80.3% |