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 SERVICES1 year Service code 15 · EIN 31-0861689 | Recordkeeping | $73,321 |
TILLAR WENSTRUP ADVISORS1 year Service code 26 · EIN 31-1802388 | Advisory (Participants) | $8,855 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $851,639 | $58,879+1346.4% | $178,490+377.1% | $73,488+1058.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 8.97% | 24.86%-15.9pp | 151.07%-142.1pp | 28.51%-19.5pp |
| Employer contribution / active EE | $39,980 | $2,236+1687.9% | $5,011+697.9% | $2,270+1661.2% |
| Participant deferral / active EE | $7,229 | $2,567+181.6% | $5,202+39.0% | $3,740+93.3% |
| Admin fee / account holder | $585 | $400+46.1% | $13,984-95.8% | $513+14.0% |