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 ADVISORS3+ years Filed as: DIMENSIONAL RETIREMENT PLAN SVC LLC Service code 15 · EIN 45-5614715 | Recordkeeping | $30,524 |
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 | $29,148 | $63,299-54.0% | $91,001-68.0% | $62,292-53.2% |
| Participation rate | 68.9% | 73.3%-4.4pp | 75.6%-6.7pp | 69.5%-0.6pp |
| Annual return | 19.74% | 20.99%-1.3pp | 4.60%+15.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,143 | $1,807+18.6% | $2,456-12.7% | $2,042+4.9% |
| Participant deferral / active EE | $1,432 | $2,943-51.3% | $3,547-59.6% | $3,169-54.8% |
| Admin fee / account holder | $208 | $468-55.6% | $5,417-96.2% | $479-56.7% |