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 LLC3+ years Service code 15 · EIN 92-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $8,397 |
PENSION DYNAMICS SECURITIES CORP3+ 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.3+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD.,3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
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 | $28,595 | $57,976-50.7% | $62,995-54.6% | $62,292-54.1% |
| Participation rate | 71.6% | 75.9%-4.3pp | 74.8%-3.2pp | 69.5%+2.1pp |
| Annual return | 15.35% | 17.54%-2.2pp | 87.57%-72.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,444 | $2,415-40.2% | $2,759-47.7% | $2,042-29.3% |
| Participant deferral / active EE | $3,019 | $2,956+2.1% | $3,329-9.3% | $3,169-4.8% |
| Admin fee / account holder | $73 | $276-73.7% | $3,600-98.0% | $479-84.9% |