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 Service code 26 · EIN 45-0491716 | Advisory (Participants) | $10,206 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $620 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,024 | $81,474-25.1% | $133,956-54.4% | $73,488-17.0% |
| Participation rate | 68.0% | 76.4%-8.4pp | 79.8%-11.8pp | 70.7%-2.7pp |
| Annual return | 14.14% | 19.40%-5.3pp | 45.09%-31.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $306 | $2,209-86.1% | $3,919-92.2% | $2,270-86.5% |
| Participant deferral / active EE | $2,260 | $3,786-40.3% | $5,048-55.2% | $3,740-39.6% |
| Admin fee / account holder | $21 | $713-97.0% | $8,927-99.8% | $513-95.8% |