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 AMERICA3 years Filed as: PLANNING SOLUTIONS GROUP Service code 26 · EIN 45-0491716 | Advisory (Participants) | $5,749 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,817 | $86,332-30.7% | $125,175-52.2% | $65,185-8.2% |
| Participation rate | 62.5% | 75.3%-12.8pp | 79.8%-17.3pp | 70.2%-7.7pp |
| Annual return | 18.94% | 27.43%-8.5pp | 43.79%-24.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $277 | $2,040-86.4% | $3,865-92.8% | $2,177-87.3% |
| Participant deferral / active EE | $2,045 | $3,537-42.2% | $4,937-58.6% | $3,514-41.8% |
| Admin fee / account holder | $27 | $609-95.5% | $9,702-99.7% | $847-96.8% |