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 ADVISORS2+ years Filed as: DIMENSIONAL Service code 15 · EIN 45-5614715 | Recordkeeping | $6,075 |
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 | $143,944 | $81,537+76.5% | $149,718-3.9% | $69,631+106.7% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.1%+12.1pp | 70.7%+28.5pp |
| Annual return | 20.88% | 22.79%-1.9pp | 1501.63%-1480.8pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $4,934 | $3,239+52.3% | $5,445-9.4% | $2,032+142.8% |
| Participant deferral / active EE | $11,180 | $4,994+123.9% | $6,569+70.2% | $3,224+246.8% |
| Admin fee / account holder | $5 | $107-95.7% | $11,283-100.0% | $110-95.8% |