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 |
|---|---|---|
Filed as: DYNAMIC ADVISOR SOLUTIONS, LLC Service code 15 · EIN 26-3945512 | Recordkeeping | $9,373 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,532 | $81,460-72.3% | $103,333-78.2% | $80,856-72.1% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 18.41% | 25.55%-7.1pp | 24.88%-6.5pp | 35.59%-17.2pp |
| Employer contribution / active EE | $3,000 | $3,105-3.4% | $3,868-22.4% | $2,755+8.9% |
| Participant deferral / active EE | $5,579 | $3,869+44.2% | $5,057+10.3% | $4,296+29.9% |
| Admin fee / account holder | $113 | $6,566-98.3% | $8,355-98.7% | $6,918-98.4% |