See peer percentile detail. $4.99 for your first month.
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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 | $9,693 |
PENSION DYNAMICS SECURITIES CORP2+ years Filed as: PENSION DYNAMICS SECURITIES CORP. Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,218 | $63,905+22.4% | $74,183+5.4% | $57,658+35.7% |
| Participation rate | 51.8% | 79.8%-27.9pp | 76.6%-24.8pp | 70.2%-18.4pp |
| Annual return | 10.75% | 60.60%-49.8pp | 17.74%-7.0pp | 5.13%+5.6pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,477 | $3,448+29.9% | $3,550+26.1% | $3,061+46.3% |
| Admin fee / account holder | $60 | $91-33.9% | $5,586-98.9% | $95-36.3% |