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 |
|---|---|---|
PENSION DYNAMICS COMPANY LLC1+ years Service code 15 · EIN 92-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $3,502 |
PENSION DYNAMICS SECURITIES CORP1+ years Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD.,3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,978 | $51,769-61.4% | $57,343-65.2% | $52,331-61.8% |
| Participation rate | 84.7% | 75.2%+9.5pp | 75.1%+9.7pp | 68.1%+16.6pp |
| Annual return | -0.75% | 2.43%-3.2pp | 24.39%-25.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,553 | $2,335-33.5% | $2,689-42.2% | $1,882-17.5% |
| Participant deferral / active EE | $3,295 | $2,794+18.0% | $3,162+4.2% | $3,022+9.0% |
| Admin fee / account holder | $28 | $295-90.4% | $3,356-99.2% | $592-95.2% |