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.7+ years Filed as: DYNAMIC PENSION SERVICES Service code 15 · EIN 31-1585572 | Recordkeeping | $6,678 |
Service code 66 | Insurance mortality and expense charg... | $6,420 |
Filed as: AMRICAN UNITED IFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $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.
Employer 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 | $21,035 | $60,989-65.5% | $60,874-65.4% | $66,914-68.6% |
| Participation rate | 41.8% | 74.5%-32.7pp | 73.1%-31.3pp | 69.8%-28.0pp |
| Annual return | -13.81% | -9.60%-4.2pp | 16.90%-30.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $133 | $2,661-95.0% | $2,701-95.1% | $2,544-94.8% |
| Participant deferral / active EE | $1,295 | $3,615-64.2% | $3,817-66.1% | $4,237-69.4% |
| Admin fee / account holder | $77 | $338-77.3% | $3,224-97.6% | $593-87.1% |