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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 SERVICES8 years Service code 15 · EIN 31-0861689 | Recordkeeping | $17,465 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,179 | $69,763-42.4% | $67,502-40.5% | $74,495-46.1% |
| Participation rate | 70.2% | 71.4%-1.1pp | 72.9%-2.6pp | 67.2%+3.0pp |
| Annual return | 9.93% | -40.34%+50.3pp | 3512.12%-3502.2pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $777 | $2,704-71.2% | $2,731-71.5% | $2,623-70.4% |
| Participant deferral / active EE | $1,615 | $3,636-55.6% | $4,000-59.6% | $4,346-62.8% |
| Admin fee / account holder | $194 | $896-78.3% | $3,998-95.1% | $1,942-90.0% |