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 |
|---|---|---|
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL Service code 15 · EIN 45-5614715 | Recordkeeping | $4,733 |
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 | $126,308 | $71,802+75.9% | $133,980-5.7% | $57,658+119.1% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.1%+12.0pp | 70.2%+28.8pp |
| Annual return | 17.39% | 13.51%+3.9pp | 29.30%-11.9pp | 5.13%+12.3pp |
| Employer contribution / active EE | $4,755 | $3,161+50.4% | $5,211-8.8% | $1,974+140.9% |
| Participant deferral / active EE | $10,673 | $4,606+131.7% | $6,282+69.9% | $3,061+248.7% |
| Admin fee / account holder | $4 | $88-95.4% | $9,324-100.0% | $95-95.7% |