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.3+ years Filed as: DYNAMIC PENSION SERVICES Service code 50 · EIN 31-1585572 | Direct Payment | $5,613 |
Service code 66 | Other insurance wrap fees; Insurance ... | $600 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $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 | $29,573 | $55,002-46.2% | $59,878-50.6% | $56,287-47.5% |
| Participation rate | 39.2% | 75.9%-36.7pp | 74.7%-35.5pp | 69.9%-30.6pp |
| Annual return | 7.34% | 1.13%+6.2pp | 3.46%+3.9pp | -9.96%+17.3pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $799 | $3,121-74.4% | $3,402-76.5% | $3,350-76.1% |
| Admin fee / account holder | $67 | $236-71.7% | $3,590-98.1% | $521-87.2% |