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 LLC5+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $29,832 |
PENSION DYNAMICS SECURITIES CORP5+ 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.5+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,548 | $91,019+21.5% | $392,568-71.8% | $72,985+51.5% |
| Participation rate | 96.6% | 74.4%+22.2pp | 78.1%+18.6pp | 69.5%+27.1pp |
| Annual return | 21.73% | 20.00%+1.7pp | 24.42%-2.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,365 | $2,751+22.3% | $3,783-11.0% | $2,440+37.9% |
| Participant deferral / active EE | $5,526 | $4,570+20.9% | $5,985-7.7% | $3,607+53.2% |
| Admin fee / account holder | $262 | $4,895-94.7% | $6,260-95.8% | $5,124-94.9% |