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 |
|---|---|---|
PLANNING CORP OF AMERICA2 years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Participants) | $22,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,744 | $35,485+9.2% | $74,550-48.0% | $55,725-30.5% |
| Participation rate | 60.1% | 62.5%-2.4pp | 69.1%-9.0pp | 70.9%-10.7pp |
| Annual return | -4.48% | 0.72%-5.2pp | 32.53%-37.0pp | 244.93%-249.4pp |
| Employer contribution / active EE | $550 | $777-29.2% | $1,961-71.9% | $2,078-73.5% |
| Participant deferral / active EE | $3,036 | $2,181+39.2% | $3,108-2.3% | $3,356-9.5% |
| Admin fee / account holder | $70 | $114-39.0% | $5,060-98.6% | $115-39.5% |