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 SERVICES7+ years Service code 15 · EIN 31-0861689 | Recordkeeping | $25,528 |
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.)
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 | $76,200 | $65,409+16.5% | $98,442-22.6% | $85,850-11.2% |
| Participation rate | 60.2% | 65.0%-4.8pp | 73.3%-13.1pp | 69.3%-9.1pp |
| Annual return | 15.92% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,349 | $2,168-37.8% | $2,960-54.4% | $2,565-47.4% |
| Participant deferral / active EE | $2,854 | $3,166-9.9% | $4,276-33.3% | $3,952-27.8% |
| Admin fee / account holder | $357 | $4,593-92.2% | $5,949-94.0% | $6,260-94.3% |