See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DYNAMIC WEALTH ADVISORS2 years Filed as: DYNAMIC WEALTH ADVISORS LLC Service code 27 · EIN 26-3945512 | Advisory (Plan) | $52,595 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $40,129 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $10,862 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,276 | $88,890-73.8% | $102,423-77.3% | $77,643-70.0% |
| Participation rate | 82.6% | 80.9%+1.6pp | 76.5%+6.1pp | 70.6%+12.0pp |
| Annual return | 21.07% | 24.98%-3.9pp | 29.32%-8.3pp | 31.24%-10.2pp |
| Employer contribution / active EE | $2,664 | $2,698-1.2% | $3,023-11.9% | $2,726-2.3% |
| Participant deferral / active EE | $3,873 | $5,145-24.7% | $5,053-23.4% | $4,647-16.7% |
| Admin fee / account holder | $224 | $235-4.9% | $9,451-97.6% | $430-48.0% |