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 AMERICA4 years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BOULEVARD · FULTON, MD 20759 | Advisory (Participants) | $18,897 |
Service code 15 · EIN 01-0233346 P. O. BOX 7247-7112 · PHILADELPHIA, PA 191707112 | Recordkeeping | $1,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,720 | $86,332-52.8% | $125,175-67.5% | $65,185-37.5% |
| Participation rate | 58.7% | 75.3%-16.7pp | 79.8%-21.1pp | 70.2%-11.5pp |
| Annual return | 19.31% | 27.43%-8.1pp | 43.79%-24.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $691 | $2,040-66.1% | $3,865-82.1% | $2,177-68.3% |
| Participant deferral / active EE | $3,264 | $3,537-7.7% | $4,937-33.9% | $3,514-7.1% |
| Admin fee / account holder | $343 | $609-43.6% | $9,702-96.5% | $847-59.5% |