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 SERVICES8+ years Service code 15 · EIN 31-0861689 | Recordkeeping | $39,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,232 | $51,197+23.5% | $82,719-23.6% | $66,914-5.5% |
| Participation rate | 53.0% | 67.8%-14.8pp | 72.6%-19.6pp | 69.8%-16.8pp |
| Annual return | -10.53% | -9.64%-0.9pp | 701.18%-711.7pp | 1.58%-12.1pp |
| Employer contribution / active EE | $1,195 | $2,611-54.2% | $3,009-60.3% | $2,544-53.0% |
| Participant deferral / active EE | $2,508 | $3,458-27.5% | $4,395-42.9% | $4,237-40.8% |
| Admin fee / account holder | $278 | $416-33.1% | $5,329-94.8% | $593-53.1% |