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 ADVISORS4 years Service code 15 · EIN 45-5614715 | Recordkeeping | $0 |
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 | $33,895 | $58,879-42.4% | $178,490-81.0% | $73,488-53.9% |
| Participation rate | 61.5% | 66.2%-4.7pp | 81.9%-20.4pp | 70.7%-9.1pp |
| Annual return | 18.15% | 24.86%-6.7pp | 151.07%-132.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $958 | $2,236-57.1% | $5,011-80.9% | $2,270-57.8% |
| Participant deferral / active EE | $1,388 | $2,567-46.0% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $123 | $400-69.3% | $13,984-99.1% | $513-76.1% |