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 Service code 27 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Plan) | $19,020 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,282 |
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 | $35,829 | $42,548-15.8% | $74,550-51.9% | $56,287-36.3% |
| Participation rate | 77.2% | 60.5%+16.8pp | 69.1%+8.1pp | 69.9%+7.4pp |
| Annual return | 1.49% | 12.40%-10.9pp | 32.53%-31.0pp | -9.96%+11.5pp |
| Employer contribution / active EE | $718 | $855-16.1% | $1,961-63.4% | $2,111-66.0% |
| Participant deferral / active EE | $2,776 | $2,277+21.9% | $3,108-10.7% | $3,350-17.1% |
| Admin fee / account holder | $180 | $467-61.4% | $5,060-96.4% | $521-65.4% |