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 10-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 |
|---|---|---|
Filed as: DYNAMIC PENSION SERVICES Service code 15 · EIN 31-1585572 | Recordkeeping | $11,635 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $9,228 |
MMA SECURITIES LLC2+ years Service code 22 409 E. MONUMENT AVE SUITE 400 · DAYTON, OH 45402 | Insurance Broker | $8,105 |
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.
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 | $28,786 | $64,909-55.7% | $82,313-65.0% | $62,292-53.8% |
| Participation rate | 46.6% | 74.9%-28.3pp | 76.9%-30.3pp | 69.5%-22.9pp |
| Annual return | 7.39% | 21.18%-13.8pp | 25.88%-18.5pp | 28.90%-21.5pp |
| Employer contribution / active EE | $725 | $1,676-56.7% | $2,428-70.1% | $2,042-64.5% |
| Participant deferral / active EE | $1,323 | $3,103-57.4% | $3,706-64.3% | $3,169-58.2% |
| Admin fee / account holder | $272 | $440-38.1% | $5,608-95.1% | $479-43.2% |