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 9-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 |
|---|---|---|
DYNAMIC PENSION SERVICES, INC.1+ years Filed as: DYNAMIC PENSION SERVICES Service code 50 · EIN 31-1585572 | Direct Payment | $5,303 |
Service code 37 · EIN 35-0145825 | Loan Processing | $5,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,453 | $52,467-51.5% | $57,179-55.5% | $55,167-53.9% |
| Participation rate | 44.1% | 75.8%-31.7pp | 75.3%-31.2pp | 69.0%-24.8pp |
| Annual return | -0.74% | 7.72%-8.5pp | 14.59%-15.3pp | 169.23%-170.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,080 | $2,830-61.9% | $3,096-65.1% | $3,054-64.7% |
| Admin fee / account holder | $49 | $269-81.8% | $3,139-98.4% | $504-90.3% |