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 | Other insurance wrap fees; Insurance ... | $6,132 |
DYNAMIC PENSION SERVICES, INC.4+ years Filed as: DYNAMIC PENSION SERVICES Service code 50 · EIN 31-1585572 | Direct Payment | $5,688 |
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.
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 | $31,918 | $45,073-29.2% | $69,455-54.0% | $72,985-56.3% |
| Participation rate | 35.8% | 68.5%-32.7pp | 74.6%-38.8pp | 69.5%-33.7pp |
| Annual return | 4.43% | 22.65%-18.2pp | 28.97%-24.5pp | 81.00%-76.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,003 | $2,602-61.5% | $3,535-71.6% | $3,607-72.2% |
| Admin fee / account holder | $69 | $3,056-97.8% | $3,839-98.2% | $5,124-98.7% |