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 LLC4+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., 400 · PLEASAN HILL, CA 94523 | Recordkeeping | $33,243 |
PENSION DYNAMICS SECURITIES CORP4+ 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.4+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
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 | $99,769 | $76,401+30.6% | $106,387-6.2% | $64,186+55.4% |
| Participation rate | 94.1% | 73.5%+20.6pp | 77.5%+16.7pp | 69.6%+24.5pp |
| Annual return | -3.15% | -2.19%-1.0pp | 0.25%-3.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,059 | $2,680+14.1% | $3,520-13.1% | $2,381+28.5% |
| Participant deferral / active EE | $4,898 | $4,274+14.6% | $5,421-9.6% | $3,470+41.2% |
| Admin fee / account holder | $294 | $4,610-93.6% | $7,510-96.1% | $4,888-94.0% |