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 | $13,111 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $11,320 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,173 | $65,376-52.3% | $87,100-64.2% | $65,185-52.2% |
| Participation rate | 49.4% | 75.3%-26.0pp | 76.9%-27.5pp | 70.2%-20.8pp |
| Annual return | 2.54% | 31.27%-28.7pp | 28.19%-25.7pp | 29.38%-26.8pp |
| Employer contribution / active EE | $708 | $1,822-61.2% | $2,521-71.9% | $2,177-67.5% |
| Participant deferral / active EE | $1,413 | $3,388-58.3% | $4,049-65.1% | $3,514-59.8% |
| Admin fee / account holder | $252 | $520-51.4% | $7,497-96.6% | $847-70.2% |