See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DEAN FINANCIAL SERVICES7 years Service code 15 · EIN 31-0861689 | Recordkeeping | $21,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,433 | $65,557-47.5% | $64,056-46.2% | $71,457-51.8% |
| Participation rate | 82.4% | 73.2%+9.2pp | 72.3%+10.1pp | 67.9%+14.4pp |
| Annual return | 14.54% | 18.94%-4.4pp | 33.69%-19.1pp | 28.85%-14.3pp |
| Employer contribution / active EE | $763 | $2,669-71.4% | $2,747-72.2% | $2,588-70.5% |
| Participant deferral / active EE | $2,004 | $3,626-44.7% | $3,880-48.4% | $4,289-53.3% |
| Admin fee / account holder | $192 | $616-68.8% | $3,068-93.7% | $1,587-87.9% |