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 |
|---|---|---|
DEAN FINANCIAL SERVICES6+ years Service code 15 · EIN 31-0861689 | Recordkeeping | $22,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,057 | $60,124+13.2% | $90,404-24.7% | $79,858-14.8% |
| Participation rate | 58.8% | 65.0%-6.2pp | 72.7%-13.9pp | 69.6%-10.9pp |
| Annual return | 7.08% | 71.94%-64.9pp | 1293.02%-1285.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $983 | $2,068-52.5% | $3,262-69.9% | $2,471-60.2% |
| Participant deferral / active EE | $2,450 | $2,938-16.6% | $3,963-38.2% | $3,740-34.5% |
| Admin fee / account holder | $332 | $3,976-91.7% | $5,611-94.1% | $5,306-93.8% |