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, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Participants) | $2,989 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $2,441 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $652 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,773 | $51,620-59.8% | $90,281-77.0% | $65,185-68.1% |
| Participation rate | 81.2% | 68.6%+12.6pp | 73.3%+7.9pp | 70.2%+11.0pp |
| Annual return | 16.85% | 24.94%-8.1pp | 78.10%-61.2pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,698 | $2,235-24.0% | $2,854-40.5% | $2,177-22.0% |
| Participant deferral / active EE | $1,502 | $2,871-47.7% | $3,885-61.4% | $3,514-57.3% |
| Admin fee / account holder | $29 | $384-92.4% | $5,351-99.5% | $847-96.6% |