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 |
|---|---|---|
PENSION DYNAMICS COMPANY LLC3+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., 400 · PLEASAN HILL, CA 94523 | Recordkeeping | $57,568 |
PENSION DYNAMICS SECURITIES CORP3+ years Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.3+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
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 | $109,025 | $82,523+32.1% | $115,752-5.8% | $70,131+55.5% |
| Participation rate | 97.6% | 74.0%+23.6pp | 77.8%+19.9pp | 69.5%+28.1pp |
| Annual return | 13.69% | 28.22%-14.5pp | 19.41%-5.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $9,094 | $2,758+229.7% | $3,492+160.4% | $2,342+288.2% |
| Participant deferral / active EE | $15,491 | $4,062+281.3% | $5,204+197.7% | $3,332+365.0% |
| Admin fee / account holder | $450 | $4,552-90.1% | $6,278-92.8% | $4,645-90.3% |