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 7-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 RETIREMENT PLAN SVC LLC Service code 15 · EIN 45-5614715 | Recordkeeping | $25,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,701 | $56,629-45.8% | $77,999-60.6% | $55,167-44.3% |
| Participation rate | 52.7% | 73.3%-20.6pp | 75.5%-22.9pp | 69.0%-16.3pp |
| Annual return | 8.54% | 2866.98%-2858.4pp | 425.96%-417.4pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,937 | $1,723+12.4% | $2,470-21.6% | $1,963-1.3% |
| Participant deferral / active EE | $1,621 | $2,777-41.6% | $3,497-53.7% | $3,054-46.9% |
| Admin fee / account holder | $231 | $467-50.5% | $5,480-95.8% | $504-54.2% |