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 |
|---|---|---|
DYNAMIC WEALTH ADVISORS2 years Service code 27 · EIN 26-3945512 | Advisory (Plan) | $40,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,492 | $91,190-65.5% | $178,490-82.4% | $79,858-60.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.12% | 24.19%-11.1pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,079 | $3,256-5.4% | $5,011-38.6% | $2,471+24.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $424 | $6,751-93.7% | $13,984-97.0% | $5,306-92.0% |