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 |
|---|---|---|
Service code 66 | Insurance mortality and expense charg... | $24,239 |
DYNAMIC PENSION SERVICES, INC.2+ years Filed as: DYNAMIC PENSION SERVICES Service code 50 · EIN 31-1585572 | Direct Payment | $6,563 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 37 · EIN 35-0145825 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $25,805 | $45,833-43.7% | $62,995-59.0% | - |
| Participation rate | 43.4% | 71.6%-28.2pp | 74.8%-31.4pp | - |
| Annual return | 9.55% | 9.16%+0.4pp | 87.57%-78.0pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,759-100.0% | - |
| Participant deferral / active EE | $916 | $1,887-51.4% | $3,329-72.5% | - |
| Admin fee / account holder | $71 | $3,306-97.9% | $3,600-98.0% | - |