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, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD. · FULTON, MD 20759 | Advisory (Participants) | $28,644 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,451 | $51,466-7.8% | $78,778-39.8% | $62,292-23.8% |
| Participation rate | 55.6% | 59.8%-4.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 13.45% | 19.96%-6.5pp | 35.62%-22.2pp | 28.90%-15.4pp |
| Employer contribution / active EE | $394 | $827-52.4% | $1,986-80.2% | $2,042-80.7% |
| Participant deferral / active EE | $2,559 | $2,147+19.2% | $2,958-13.5% | $3,169-19.3% |
| Admin fee / account holder | $112 | $489-77.2% | $5,134-97.8% | $479-76.7% |