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 | $13,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,357 | $57,976-28.7% | $62,995-34.3% | $62,292-33.6% |
| Participation rate | 34.0% | 75.9%-42.0pp | 74.8%-40.8pp | 69.5%-35.6pp |
| Annual return | 13.26% | 17.54%-4.3pp | 87.57%-74.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,094 | $2,956-63.0% | $3,329-67.1% | $3,169-65.5% |
| Admin fee / account holder | $295 | $276+7.0% | $3,600-91.8% | $479-38.5% |