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 AMERICA1 year Filed as: PLANNING SOLUTIONS GROUP Service code 26 · EIN 45-0491716 | Advisory (Participants) | $20,303 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,320 |
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 | $77,692 | $56,484+37.5% | $169,463-54.2% | $64,186+21.0% |
| Participation rate | 94.2% | 64.5%+29.6pp | 77.8%+16.4pp | 69.6%+24.6pp |
| Annual return | -6.32% | -1.55%-4.8pp | 1.83%-8.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,571 | $1,832+40.3% | $4,159-38.2% | $2,381+8.0% |
| Participant deferral / active EE | $6,978 | $3,448+102.4% | $5,277+32.2% | $3,470+101.1% |
| Admin fee / account holder | $553 | $4,174-86.8% | $9,109-93.9% | $4,888-88.7% |