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) | $30,735 |
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 | $39,250 | $35,485+10.6% | $74,550-47.4% | $55,725-29.6% |
| Participation rate | 56.1% | 62.5%-6.4pp | 69.1%-13.0pp | 70.9%-14.7pp |
| Annual return | -4.73% | 0.72%-5.5pp | 32.53%-37.3pp | 244.93%-249.7pp |
| Employer contribution / active EE | $379 | $777-51.3% | $1,961-80.7% | $2,078-81.8% |
| Participant deferral / active EE | $2,398 | $2,181+10.0% | $3,108-22.8% | $3,356-28.5% |
| Admin fee / account holder | $45 | $114-60.7% | $5,060-99.1% | $115-61.0% |