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 LLC2+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $89,233 |
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 year Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,112 | $63,905-62.3% | $74,183-67.5% | $57,658-58.2% |
| Participation rate | 93.2% | 79.8%+13.5pp | 76.6%+16.6pp | 70.2%+23.0pp |
| Annual return | 6.00% | 60.60%-54.6pp | 17.74%-11.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $1,623 | $1,840-11.8% | $2,370-31.5% | $1,974-17.8% |
| Participant deferral / active EE | $1,485 | $3,448-56.9% | $3,550-58.2% | $3,061-51.5% |
| Admin fee / account holder | $280 | $91+207.1% | $5,586-95.0% | $95+195.9% |